Cross Asset Sales, Private Banking
Core
Drive business development and revenue generation across a broad range of investment solutions for HNW and UHNW clients.
Role type
Cross-asset sales professional in Private Banking
Builds
Tailored investment ideas and portfolio solutions
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Cross-asset investment knowledge, client relationship building, market insight generation, structured product expertise, equities/fixed income/FX/funds/alternatives knowledge
Preferred skills
Structuring collaboration, investment seminar delivery
Technologies
N/A
Responsibilities
Conduct client meetings and portfolio reviews, deliver market update presentations, provide timely investment recommendations, collaborate with internal teams on customized solutions
Seniority
Mid-Senior, hands-on IC