Advisor SAS - Miami
1 month ago

Job summary
The Investment Advisor provides bankers investment support namely strategic and tactical asset allocation advice and security selection Works independently with the bankers in their environment implementing an investment culture while assisting them achieve their commercial goals.Responsibilities
- Analyze investment portfolios identifying risks and opportunities.
- Based on client's preferences IA will make appropriate security selection.
- Manage the Investment process and to identify investment opportunities in conjunction with the Banker CoordinatorsTeam Leaders.
Job description
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