Portfolio Counselor recruitment

The Portfolio Counselor should be familiar with the different financial instruments, including but not limited to currency, commodities, equities, fixed income, interest rates, loans, margin, options, private equity funds and mutual funds.Other responsibilities include:Acting as an advisor of clients’ wealth, the candidate will need to advise clients on wealth succession strategies using instrument such as trust, will, Private Investment Companies and jumbo insurance. Responsible for achieving a high level of client satisfaction. The ideal candidate should fulfill the following requirements:-A Read more […]

December 9, 2010 • Tags: , • Posted in: Financial • Comments Off on Portfolio Counselor recruitment