As an Investment Specialist you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions. Job Responsibilities Conduct investment reviews with clients to validate the clientsâ current investment objectives and prepare recommendations of appropriate investment products Develop investment policy statements and advise on asset allocation Closes sales of complex investment products Support coordinatio…
Completá tu perfil y te avisamos cuando se publiquen concursos y oportunidades laborales en las cuales puedas aplicar o se ajusten a ti.
Para que te mantengamos informado de empleos como este — U.S. Private Bank - Investment Specialist - Executive Director
Deja de buscar. Tu próximo trabajo ya está en tu bolsillo. Oportunidades que se adaptan a ti, no al revés.