KEY ACCOUNTABILITIES:
Manage the advisors’ agenda, book appointments and prepare for client meetings
Prepare KnowYour-Client (KYC) and account opening documents for clients
Proactively make calls to clients and schedule meetings and reviews ...
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge wit...
