Portfolio Counselor
Citibank
The Portfolio Counselor should be familiar with the different financial instruments, including but not limited to currency, commodities, equities, fixed income, interest rates, loans, margin, options, private equity funds and mutual funds. Other responsibilities include: Acting as an advisor of clients' wealth, the candidate will need to advise clients on wealth succession strategies using ins...
99 days ago from EfinancialCareers
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