BondsOnline.com: instant access to and extensive coverage of over 3.5 million stocks, bonds, indexes and other securities covering major and emerging markets and exchanges across the globe.
Our client is searching for a senior member of their client coverage team to service existing clients and contribute to the prospective client process.
Oversee day-to-day client portfolio management and monitoring including asset allocation and performance.
Handle client inquiries and requests.
Liase with clients' team of external advisors (e.g., attorneys, tax accountants) to deliver integrated advisory services.
Supply pro-active coverage that may include discussions on market trends, change and other issues as they relate to the client's overall wealth management plan.
Manage client meeting process including initiating and coordinating agenda and materials and participate in meetings to help educate and provide opinions and views.
Develop relationships with new service providers that could be utilized by our client base.
Actively participate in sales and marketing process as it relates to prospective clients.
Bonds.com offers an online competitive fixed income marketplace allowing you to buy or sell bonds online. Over 150 dealers compete for your business across more than 25,000 different offerings. No minimums, no monthly or ticketing fees. - Try us today!
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