compliance with regulatory requirement Identify clients’ investment needs. Advise and provide customized private wealth... At least 5 years’ Relationship Manager or Investment Advisor experience in private banking or ultra-high net worth clients sector...
experience in direct investing, client portfolio management, or an investment specialist role at an Asset Management firm, Wealth... strategies Demonstrated aptitude for sales and client relationship management with Client Advisors Strong ability to multi-task...
Job Description: Private Banking is involved with every facet of wealth management, including investments, wealth... Management business, you will understand each client's wealth objects and investment requirements, and work in close partnership...