as Relationship Manager Good knowledge of banking funding/wealth management products and services Well developed interpersonal... and prospective priority customers Identifying the financial or investment needs and objectives of such customer or prospective...
Job Description: Be the subject matter expert to enable our financial advisor to deliver investment strategy... Min. 5+ years experience working in the Wealth Management/Asset Management/ Fund Management fields Holds CFA level 3...
Be the subject matter expert to enable our financial advisor to deliver investment strategy and transactions... Min. 5+ years experience working in the Wealth Management/Asset Management/ Fund Management fields Holds CFA level 3...
will be prioritized) Proven Knowledge and experience in dealing with HNW Clients using Wealth Management and/or Financial Planning... and/or Portfolio Analysis approach (International Certification in Financial Planning or Wealth Management will be a great Bonus...