Responsibilities
- Work closely with Relationship Managers/Client Advisors to provide high-value services to HNW/UHNW clients.
- Be able to sell and pitch Funds. Support the team for revenue-generating activities.
- Be able to 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
- Strong understanding of Multi-Assets and Funds
Selby Jennings is a Trading Style of Phaidon International (License number 16S8194)