Investment Counsellor / Adviser - Priority
Monroe Consulting Group
4000000000952953 - Responsibilities:Provide market updates to a designated cluster of branches where Relationship Managers are based.Provide expert advice on investment productsCoach RMs on new products, wealth management initiatives and regulatory standardsWork closely with and support Market Managers in devising both short and long term strategies to meet weath revenue targetsProvide feedback o...
115 days ago from CIMA Global
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