Finance Associate

About this role

Key Responsibilities: Client Acquisition & Relationship Management Proactively prospect, acquire, and onboard new high-net-worth clients through networking, referrals, and community engagement. Build and maintain long-term, trust-based relationships with a portfolio of affluent clients, acting as th

This is a short preview. Read the full description on MyCareersFuture before you apply.

• Banking and Finance
• Regulatory Changes
• Product Marketing
• Structured Products
• Client Services

Learn AI for this job, first module free

A short, hands-on course on using AI in this kind of work.

Start free