Supporting a team of Senior Portfolio Managers Taking care of client requests and Investment proposals Reviews and verification's of portfolios and trades Documentations of clie…
Requirement Analysis: Work closely with stakeholders to gather, document, and analyze business requirements related to wealth management operations. Identify gaps, inefficiencies, …
Sales, business development and client services: Respond to client requests either directly or working with the sales team members; Prepare materials for and help with organizati…
Establish and develop a dedicated Wealth Management business Liaise with the CEO and Board in building the private banking offering Firstly attract and maintain your own clients …
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