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Client Relationship - Investments
$ 7,000 - $ 10,000 / month
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Simplified
- Candidate must already have a pool of accredited investors.
- At least some form of experience in investment management, financial planning, portfolio management or related fields
- Proven record of effectively guiding clients through investment processes while managing expectations will be preferred.
- Excellent communication skills, including both verbal and written
- Strong knowledge of the financial market trends, investment products and strategies
- Bachelor’s degree in Finance, Economics or related field.
- Candidate must already have a pool of accredited investors.
- At least some form of experience in investment management, financial planning, portfolio management or related fields
- Proven record of effectively guiding clients through investment processes while managing expectations will be preferred.
- Excellent communication skills, including both verbal and written
- Strong knowledge of the financial market trends, investment products and strategies
- Bachelor’s degree in Finance, Economics or related field.