Client Advisor — High Net Worth recruitment

Typically manages a portfolio of High-Net-Worth clients with a total of less than $50 MM in Assets Under Management.Minimum Requirements: Undergraduate degree with 6 years of sales and client management experience in the Wealth Services industry. Demonstrates Excellent investment knowledge and the ability to discuss tax and financial planning issues with client including multi-generational estate planning concepts. Has basic credit knowledge to work with Credit Advisor(s) to deliver medium to complex credit solutions. Possesses solid Deposit/General Banking knowledge to personally or with support Read more […]

November 17, 2009 • Tags: , • Posted in: Financial • Comments Off on Client Advisor — High Net Worth recruitment