Private Client Advisor

Private Client Advisor

Private Client Advisor

Staffing In Motion

Adzuna

Regina, Regina region

2 days ago

No application

About

Firm: Large global portfolio management firm with over 200 billion in assets under management. Each client would have a separately managed portfolio that is custom tailored for that client. Fee based discretionary managed portfolios. Main selling feature is that clients would hold a truly globally diversified portfolio of individual stocks and bonds (not limited to North American equities and bonds). Role: In this home based outside sales role, you will be focused on closing leads of high net w…