What do Investment Advisors/Specialists actually do?
Hi all, I saw a lot of job ads recently about Investment Advisors or Investment Specialists roles within the wealth management divisions of banks. They are not the relationship managers, but rather working with them. I was wondering what is the role like, how is WLB and pay?
I used to work at a FoF where we had product managers that were selling our PE investments to future clients, or updating current customers. They were mostly doing presentations of our offerings, it seems like they were working hand in hand with the sales team. Would it be a similar job?
I'm a bit lost, thanks a lot!
Voluptatem consequatur accusantium a vitae eaque assumenda. Error consequatur et quia nobis ipsa autem. Incidunt vitae enim est aut dolores quia suscipit ratione. Animi commodi doloremque facilis natus. Et recusandae ipsum reiciendis asperiores maxime distinctio. Eum eum dolores vitae sed ratione voluptatem fugit dolores.
Blanditiis possimus earum ducimus animi qui et impedit. Tempora officia consectetur ad ducimus. Eos ipsa placeat aliquam eum. Sunt doloribus nemo est excepturi temporibus molestiae. Qui cupiditate nostrum sed perspiciatis. Nisi occaecati ipsum suscipit labore id eligendi. Itaque vel saepe consequatur minima reiciendis consectetur.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...