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Investment Counselor



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Financial Counselor
Insurance Counselor
Loan Counselor
Security Counselor

Related Jobs 8 matches

  • New Client Conversion Investment Counselor (2017-5538)
    Camas, WA
    Overview   Do you enjoy helping new clients establish an investment strategy? Do you have a minimum of 2 -3 years\u2019 experience in asset management, financial and client services? Do you have financial sales experience but no longer want to cold call potential leads? Do you want uncapped earnings potential by doing the right thing..



  • CPB - Investment Counselor
    Singapore, Singapore (General), Singapore
    CPB - Investment Counselor','17079863','!*!Responsibilities   As part of the Investments team, you will advise ultra-high net-worth clients on optimal investment portfolio construction and management. To be successful in this role, you would need to:   Assess and regularly review the client’s investment objectives and risk tolerance, taking into consideration cashflow..



  • Investment Counselor - LA
    Beverly Hills, CA
    Investment Counselor - LA','17082332','!*!About Citi   Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and..



  • HK - CPB - Investment Counselor
    HK - CPB - Investment Counselor','17084460','!*! Capital Markets specialists who serve the self-directed investment needs of private bank clients Identify and define client target market, promoting Counseling, Advisory, and Discretionary Investment services to satisfy client investment needs/objectives Participate in the analysis and promotion of investment strategies to private bankers, product..



  • IPB US Investment Counselor
    Miami, FL
    IPB US Investment Counselor','17085424','!*!About Citi   Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and..




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