Private Wealth Associate recruitment
The Private Wealth Team will be responsible for guiding the PWA’s activities to include follow-up on territory meetings and calls to broker dealer branches or Investment Advisor firms. In addition, the individual will support the Private Wealth Portfolio Manager.Sales Support• Responsibilities include supporting the Private Wealth sales channel, updating marketing databases and presentations• Ability to handle multiple projects/duties independently in a time sensitive environment• Prepare RFIs, RFP’s and other questionnairesUtilize the sales process to spot opportunities, identify Read more […]
February 1, 2012
• Tags: Asset Management careers in the USA, Private Wealth Associate recruitment • Posted in: Financial • Comments Off on Private Wealth Associate recruitment