Excellent planning and task management skills; capable of seeing the bigger picture as well as strong focus on day-to-day execution.
As well as finding and providing liquidity for these customer sets the role involves idea generation, cross product content delivery and market intelligence.
Communicates to all concerned parties project milestones, status updates, as well as any existing or potential customer escalation issues.
For clients in the UHNW segment, the product offering includes Margin Lending, Commercial Real Estate (CRE), Residential Real Estate finance (RRE), Aircraft,…