The Private Clients Financial is responsible for understanding and reviewing clients' financial objectives, attitude... relationships with both new and existing private clients. Lead flow for prospective clients will arise from a variety of sources...
IDEX ConsultingPurpose of the Job Our parent company, Quintet Private Bank, is a leading private bank in the wealth management... to provide holistic wealth planning advice To develop and implement an integrated financial planning proposition...
Quintet Private Bankor private banking role within financial services industry. Background in investment/asset management, products, wealth planning...Purpose of the Job Our parent company, Quintet Private Bank, is a leading private bank in the wealth management...
Quintet Private Bank