Investment Counselor

hace 5 días

Madrid, España Delta Executive Search A tiempo completo

Build and manage a successful practice centered on deepening relationships by providing prospective and existing clients with appropriate investment advice and solutions across asset classes and product types

Primary client contact and trusted investment advisor for clients, including direct selling, determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team)

Provide superior advice on markets, products, and asset allocation

Engage and advise clients on brokerage activity and execute trades

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