Pishon and Brooks Advisory
Human resources + 2 more
Description
Requirements
- Bachelor’s degree in Accounting, Finance, Economics, or related field; additional qualification/ professional certification (MBA, M.Sc, ACIB, ACA, ACCA, CFA) is an advantage
- 3–7 years experience in banking or wealth management
- Strong client network
- Relevant degree (Finance, Economics, etc.)
Responsibilities
- Acquire HNI and corporate clients
- Manage and grow client portfolios
- Drive AUM inflows and retention
- Provide regular portfolio updates
- Ensure smooth onboarding and documentation
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