Private Client Advisor

Private Client Advisor

Private Client Advisor

Staffing In Motion

Adzuna

East York, Toronto

13 hours ago

No application

About

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 worth c…