Prospect new clients, identifying needs, trends, and opportunities. Manage existing clients, focusing on understanding their objectives and delivering investment solutions. Understand investment strategies and products, including ETFs, commingled vehicles, and...
Key advisor to the client, providing guidance and consultation on decision making and Clientโs central point of resolution and escalation for service issues, liaises with bank partners to manage issues....
Prospect new clients, identifying needs, trends, and opportunities. Manage existing clients, focusing on understanding their objectives and delivering investment solutions. Understand investment strategies and products, including ETFs, commingled vehicles, and...