KEY RESPONSIBILITIES This role sits within a high-performance Strategic Investments & M&A team, driving the full investment lifecycle — from opportunity identification to portfolio value enhancement. The ideal candidate brings sharp transactional acumen, deep market insight, and the ability to navigate complex multi-stakeholder environments with confidence and professionalism. The role would involve providing support to Investment Banking, Private Equity,
KEY RESPONSIBILITIES This role sits within a high-performance Strategic Investments & M&A team, driving the full investment lifecycle — from opportunity identification to portfolio value enhancement. The ideal candidate brings sharp transactional acumen, deep market insight, and the ability to navigate complex multi-stakeholder environments with confidence and professionalism. The role would involve providing support to Investment Banking, Private Equity,
• Build and manage a B2C portfolio of clients• Plan and manage new account onboarding process, asset transfers and other account servicerequests• Building a strong and trusting relationships as well as maintaining continued strongcommunication with a personalized advisory approach.• Conduct in-depth reviews to identify personal and financial needs of our clients anddeliver tailored wealth management to your clients.• Build continuous AUM (assets under
• Build and manage a B2C portfolio of clients• Plan and manage new account onboarding process, asset transfers and other account servicerequests• Building a strong and trusting relationships as well as maintaining continued strongcommunication with a personalized advisory approach.• Conduct in-depth reviews to identify personal and financial needs of our clients anddeliver tailored wealth management to your clients.• Build continuous AUM (assets under
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