Responsibilities
- Work closely with Relationship Managers to provide high-value services to HNW/UHNW clients.
- Be able to build a strong rapport with existing clients to provide them with investment solutions
- Support the team for revenue-generating activities
- Weekly presentations and collaboration with different business units
Requirements
- Minimum 8-10 years of relevant experience
- Bachelors, Masters, CFA qualification preferred
- Strong understanding of financial and investment solutions