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Our client is a boutique financial service firm specializing in Estate Planning, Portfolio Management and Equity Services.
Our client is a boutique financial service firm specializing in Estate Planning, Portfolio Management and Equity Services.
This will include analyzing, exploring and marketing new financial products that they believe will be attractive to their clients. They will work closely with clients, in providing them with financial information on their products.
Typical work activities will include:
• Strong Estate Planning Background across a wide range of clients • Established book of business with a proven track record • Strong understanding of all Asset classes ( equity , fixed income products, retirement plans) • Ideal candidate will have worked at a Retail branch bank dealing with inside sales and handling high net worth clients • Understanding of Insurance products as well as Alternative Investments • Strong entrepreneurial drive is needed.
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