Portfolio Counsellor recruitment
Objective: Main objective is to support and coach Relationship Managers with regards to portfolio construction and portfolio reviews in order to provide superior investment advice to CPC or important Citigold clients, thereby increasing client satisfaction and share of wallet of existing clients and successfully acquire new clients. Mission of a Portfolio Counselor (‘PC’) is to provide holistic advice through the portfolio review process and instil the Portfolio Approach with RMs he is working along. PC ensures delivery of Citi’s view in terms of investment strategy to RMs and clients. Responsibilities: Work Read more […]
August 7, 2012
• Tags: Portfolio Counsellor recruitment, Private Banking, Wealth Management careers in the UK • Posted in: Financial • Comments Off on Portfolio Counsellor recruitment