Job Description
Role Overview
The Senior Consultant, Private Investment Counsel is responsible for building and maintaining a portfolio of high‑net‑worth clients through prospecting methods such as networking, telemarketing, seminars, trade shows and other marketing tools. The consultant will apply extensive knowledge to present a broad array of products and services—including equities, fixed‑income, managed products, third‑party investments, insurance and other solutions—to meet clients’ financial needs. The role includes ownership of processes and milestones, connecting people and networks, and contributing to the bank’s broader team and community. Responsibilities
Develop strong and effective working relationships with clients and third parties. Request information and documentation from clients to open accounts, plan and organize activities and required resources to ensure smooth running of the office, and prepare and distribute documentation and information to clients. Support t...
The Senior Consultant, Private Investment Counsel is responsible for building and maintaining a portfolio of high‑net‑worth clients through prospecting methods such as networking, telemarketing, seminars, trade shows and other marketing tools. The consultant will apply extensive knowledge to present a broad array of products and services—including equities, fixed‑income, managed products, third‑party investments, insurance and other solutions—to meet clients’ financial needs. The role includes ownership of processes and milestones, connecting people and networks, and contributing to the bank’s broader team and community. Responsibilities
Develop strong and effective working relationships with clients and third parties. Request information and documentation from clients to open accounts, plan and organize activities and required resources to ensure smooth running of the office, and prepare and distribute documentation and information to clients. Support t...