Our clients are not looking for one more intermediary. They are looking for someone able to explain what they are proposing, and to justify it.
Main responsibilities
- Developing and serving institutional and private clients
- Qualifying needs and directing them to the right service line
- Onboarding and collection of client due-diligence material
- Reporting and long-term relationship management
- Contributing to transaction origination
Profile
- Bachelor's or master's degree
- At least 3 years in commercial banking, insurance, asset management or financial services sales
- An established regional network is valued
- Exemplary conduct, required by our regulated status
Also valued
- Existing institutional portfolio
- Experience dealing with qualified investors