Alternative Investments/Structured Products Consultant (available in:
Other)
Date: Dec 9, 2007 06:43:01 AM CST
Your job as an Alternative Investments/Structured Products Consultant in Products & Services Consulting is toPartner with PWAs to proactively engage UHNW clients and prospects in dialogue surrounding advanced wealth transfer and philanthropic strategies, and the integration of those strategies with their investment portfolios.
Responsibilities :
- Conduct education programs for PWAs, BOMs and RCC Consultants
- Conduct client events that educate on a particular P&S solution set
- Develop strategies with PWAs to segment and build a service matrix for their businesses into Wealth Management practices
- Educate PWAs on the features of all varieties of Alternative Investments and Structured Products and its benefits to a client's portfolio
Requirements You are a professional with previous experience in a similar capacity. You have a Bachelor?s degree. You have financial services licenses (Series 7 and 66) or you are willing to obtain them with 90 days of hire. You have technical expertise specific to the areas of alternative investments and structured products.
For details, please find job posting:
http://www.investmentbankcareer.com/ibankjobs.php?word=%2520Wealth%2520Management%2520Structured%2520Products&limit=100&radius=5&city=San+Francisco&position=%20Wealth%20Management%20Structured%20Products&date=
Contact this poster
Note: it's NOT ok to contact this poster with services or other commercial interests.