Private Client Associate recruitment
The successful candidate will work closely with two Senior Managing Directors, a Senior Vice President and another Associate with a large and complex portfolio to provide a professional and superior level of client service to wealthy individuals and families; support for prospective client marketing efforts; and assist in building the market presence of the Firm. Responsibilities include: executing the asset allocation plan; rebalancing the plan as required; researching the impact of transitioning between managers, portfolios and strategies; opening accounts and transferring assets; handling Read more […]
July 24, 2012
• Tags: Asset Management careers in the USA, Private Client Associate recruitment • Posted in: Financial • Comments Off on Private Client Associate recruitment