Job Description - Portfolio Advisor (17039722)
Competitive Salary Offered
• Main objective is to support and coach Relationship Managers with regards to portfolio construction and portfolio reviews in order to provide superior investment advice to HNW Private Clients, thereby increasing client satisfaction and share of wallet of existing clients and successfully acquire new clients.
• Mission of a Portfolio Counselor (“PC”) is to provide holistic advice through the portfolio review process and instill the Portfolio Approach with RMs he is working along. ...