Responsibilities
- Work closely with Relationship Managers to provide high-value services to HNW/UHNW clients, covering the Middle East and NRI market.
- Be able to build a strong rapport with existing clients to provide them with investment solutions.
- Support the team for revenue-generating activities.
- Portfolio reviews, 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
- Experience in handling the Middle East and NRI market
Selby Jennings is a Trading Style of Phaidon International (License number 16S8194)