Description
The role provides high-level service and personalized short-, medium-, and long-term financial advice to clients in the Mass Affluent Advance and Premier segments, retains and grows their portfolios, and coordinates with business units. It requires a bachelor's degree in an economic-administrative, financial, or engineering field, at least four years of customer-service or sales experience, two years of Premier-products experience, AMIB Figure 1 certification, financial-market knowledge, Microsoft Office proficiency, and a Monday-to-Saturday schedule.
