Portfolio Management Specialist - New York - beBeeFinancialProfessional

    beBeeFinancialProfessional
    beBeeFinancialProfessional New York

    3 weeks ago

    Job title: Financial Professional - NY, New York (5001)

    Description

    Role Summary:

    This role is centered around establishing meaningful connections with clients through strategic networking initiatives and expert portfolio guidance. A successful candidate should possess relevant academic credentials or comparable industry expertise, along with requisite licenses such as state life & health certifications, in addition to key professional designations like the SIE qualification.



    To excel in this position candidates must demonstrate exceptional communication skills coupled with strong analytical capabilities focused on creating tailored solutions that cater to each individual's unique needs.


    Key responsibilities include:

    • (1) Developing sophisticated investment plans according to customers' requirements ​​and comfort levels; (2) Collaborating closely with internal stakeholders including experts from various departments as well …


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