Description |
Account Analyst High Net Worth sought to prvd cstmr & prtflio spprt to srvc the wealth mgmt needs of high & ultra-high net worth clnts, incl those in LatAm. Min reqs: Bach deg in Fin, Busin Admin, Econ, or rel + 2 yrs exp mngng or prvdng cstmr & prtflio spprt srvcs for high & ultra-high net worth clnts in LatAm, or rel. Exp in a clnt-facing role wrkng w/ LatAm clnts; dem knowl of Bloomberg systm, incl the ability to dwnload data to XL & upload prtflios to PORT. SIE FINRA Cert or Series 7 Cert req. Res to: Andbanc Wealth Management LLC, Attn: J. Frances, 1221 Brickell Ave, Ste 1050, Miami, FL 33131.
recblid ch21ideqgsx3yncl2e3pdmavphe3lb

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Requirements |
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