Royal Bank of Canada·5 days ago
5 days ago
Investment Associate/Sr. Investment Associate
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What you'll do
- Support financial advisors in helping clients achieve their goals
- Engage with clients
- Provide product and service advice
- Monitor investment performance
What they're looking for
- series 7 license
- series 66 license
- significant industry experience
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Seeking an Investment Associate/Sr. Investment Associate to support financial advisors in helping clients achieve their goals. Engage with clients, provide product and service advice, and monitor investment performance. Ideal for candidates with significant industry experience and strong analytical and communication skills.
Skills
- series 7 license
- series 66 license
- wealth management
- client relationship management
- investment strategy
- wealth planning
- contract administration
- sales activities
- customer service
- group problem solving
- oral communications
- interpersonal relationship management
- product services
- identifying sales opportunities
- customer knowledge
- leadership
Company
Royal Bank of Canada
San Jose, United States of America
Company facts come from this company's own listings. We only show what the postings themselves carry.