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well I have a phone interview upcoming and was wondering how I should prepare.. are they selling to institutions or also uhnw ?
Depends on the type of internal role. Internals will support an external or two in their designated territory. Calling on wirehouses and RIA's, pitching funds and trying to setup meetings for your external partner. On the institutional end you are working with pension funds, endowments and foundations instead of the wirehouses and RIA
thank you
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