Sr. Regional Associate recruitment
Someone successful in this role will:• Develop new assets and maintain positive relationships with financial advisors and clients.• Profile financial advisors and match up an appropriate investment product based on established needs.• Collaborate with sales and marketing to support new products and client retention strategies.• Educate financial advisors to educate our clients about the firm’s investment philosophy, rationale, products and services. • Enthusiastically contact advisors to maintain relationships, create meeting/seminar opportunities and offer service.Desired Skills Read more […]
May 4, 2012
• Tags: Asset Management careers in the USA, Sr. Regional Associate recruitment • Posted in: Financial • Comments Off on Sr. Regional Associate recruitment