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About the Role
A leading investment firm is seeking a professional for managing corporate client relationships, driving business development, and ensuring compliance with regulations. This role involves acquiring new accounts, conducting client servicing, and fostering partnerships to increase assets under management. The ideal candidate should hold a bachelor's degree in Finance or related fields and possess 3-5 years of relevant experience. Certifications such as UITF and CISOL are required. A proactive approach to client engagement is essential in this dynamic environment.
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