Upvote
Downvote
Institutional Consulting Associate, Graystone
Share Job
- Suggest Revision
- Under the direction of the Financial Advisor, this industry professional combines client relationship management skills with marketing skills and product knowledge to cultivate longstanding relationships with clients.
- Conducts quarterly/annual business performance reviews in conjunction with the Financial Advisor / Private Wealth Advisor
- Collaborates with the Financial Advisor / Private Wealth Advisor in developing overall business plans and marketing strategies by independently targeting prospective institutional clients
- Delegates work to team's Client Service Associate, as appropriate
- Initiates, organizes, promotes, and sets up seminars, including material preparation for clients and prospects on behalf of the Financial Advisor / Private Wealth Advisor
Active Job
Updated TodaySimilar Job
Relevance
Active