or product ideas, and sourcing of investment products Portfolio counselling to clients (market views, trade ideas, explanation... of products) by collaborating with RMs on joint client meetings, and preparing investment proposals Monitor and execute trades...
or product ideas, and sourcing of investment products Portfolio counselling to clients (market views, trade ideas, explanation... of products) by collaborating with RMs on joint client meetings, and preparing investment proposals Monitor and execute trades...
Roles & Responsibilities: Provide advisory services on High Net-Worth insurance and other suitable Premier... continuing education for RMs on High Net-Worth insurance products as well as financial planning and legacy planning concepts...