Analyst / Associate, Global Client Group (Broker Dealer)
Core
Relationship management and support for Sales & Client Service teams in business development and retention activities for financial advisors.
Role type
Associate/Analyst in Global Client Group (Broker Dealer)
Builds
New business relationships and client retention for wirehouse and full service broker dealer financial advisors
Domain
Financial Services / Investment Management
Deliverable
client delivery
Required skills
analytical skills, quantitative problem-solving, verbal and written communication, Excel, Access, portfolio analysis, capital market research
Preferred skills
MBA, CFA, CFP
Technologies
Excel, Access
Responsibilities
Source opportunities through outbound calls and emails to advisors, Collaborate with Regional Directors to identify new opportunities, Identify and discuss key findings of portfolio analyses with clients, Answer Financial Advisor hotline and provide solutions to investment questions, Assist in developing investment related marketing materials and charts
Seniority
Junior, 1-2 years experience