About the role
FinEx AI summary
A new private wealth division provides one-stop wealth management for HNW clients. The role manages and grows a HNW portfolio, offers asset allocation, risk management and estate planning, and works with the investment team. Requires a minimum of five years' banking or wealth management experience and SFC qualifications.
Core skills
Wealth managementHNW client portfolio managementBusiness development and client acquisitionRelationship managementInvestment product knowledgeInsurance product knowledge