Investment Officer / Portfolio & Relationship Manager recruitment

The ideal candidate will have:• A strong commitment to and demonstrated success in serving high net worth individuals and families• Outstanding communication, listening and other client relationship skills• Potential to expand client base by building on existing relationships and by initiating new business opportunities• Investment experience that includes a strong knowledge of domestic and international markets, equities, fixed income and alternative asset classes• A working knowledge of financial and estate planning, trust administration and personal income taxes• The ability Read more […]

August 16, 2012 • Tags: , , • Posted in: Financial • Comments Off on Investment Officer / Portfolio & Relationship Manager recruitment