Assess clients' needs and deliver bespoke financial solutions: Support existing clients in structuring and optimizing their assets, benefiting from the expert assistance of assistants, Estate Planners, Portfolio Managers, product teams, marketing, and credit specialists - Create, maintain, and strengthen trusting relationships by identifying clients' needs and proposing personalized solutions, working closely with internal experts in discretionary management, advisory management, and credit solutions * You are stress-resistant, meticulous, and entrepreneurial, with the ability to collaborate closely with internal experts * Emotionally and mentally balanced: Support for dealing with life crises, maintaining stability through illness, and good mental health. * Physically thriving:
plus