About the role
FinEx AI summary
Develops relationships with high-net-worth individuals, family offices and corporates, bringing in new clients and AUM. Provides investment advisory, asset allocation, trading and execution services across equities, fixed income, FX, derivatives and funds. Assists clients with wealth planning and preservation.
Core skills
Wealth ManagementClient Relationship ManagementInvestment AdvisoryAsset AllocationEquities TradingFixed Income