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Fintech • Financial Services
Serve as primary investment advisor for high-net-worth clients, partnering with relationship managers to build holistic multi-asset portfolios, deliver CIO views, assess risk profiles, ensure suitability, and originate solutions across discretionary, advisory, capital markets, lending, and alternative investments.
Fintech • Financial Services
The Senior Relationship Manager develops and maintains client relationships, identifies new business opportunities, and ensures compliance with regulations, while overseeing account management.
Fintech • Financial Services
The Account Manager oversees day-to-day operations for CLO clients, managing compliance, communications, and reporting, while collaborating with various stakeholders.
