17 Jul 2020

Part-Time Institutional Advisor

conwayhillgroup – Posted by conwayhillgroup Japan

Job Description

 

  • Evaluate portfolio performance reports, in conjunction with Wealth Management research and external parties, to make recommendations for change
  • Partner with other team members to create marketing plans and track prospecting activities
  •  Experience of producing applications and reports.
  • Identifies and cultivates prospects and/or clients. Initiates and follows up on new business opportunities.
  • Leads new business meetings and closes sales to institutional investors and consultants

Job Categories: Finance. Job Types: Part-Time. Salaries: 20,000 - 40,000.

Job expires in 27 days.

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