Responsibilities
- Work closely with Relationship Managers to provide high-value services to HNW/UHNW clients.
- Be able to sell and pitch Funds. Support the team for revenue-generating activities.
- Build a strong rapport with existing clients to provide them with investment solutions.
- Weekly presentations and collaboration with the team for market inputs.
Requirements
- Minimum 5-10 years of relevant experience.
- Experience in working with HNW/UHNW clients, across SEA, Middle East & NRI market in Private Banks would be a plus.
- Strong understanding of Multi-Assets, Alternatives, and Funds.
- CFA and Bachelors qualification preferred.
- Fluency in Arabic would be a plus.
Selby Jennings is a Trading Style of Phaidon International (License number 16S8194)
