About the role
FinEx AI summary
Manages a portfolio of high-net-worth clients, delivering wealth management, investment allocation, risk management and estate planning. Sources new business through referrals and networking and promotes discretionary portfolio services with the investment team. Requires five-plus years in banking/wealth management, SFC qualifications, and sales/relationship management skills.
Core skills
Wealth managementHNW client portfolio managementBusiness development and client acquisitionInvestment asset allocationRisk managementEstate planning