Next week I will have an interview for this position:
Client Advisor in Wholesale channel
The position will be part of a sales team covering wholesale clients based in Italy and will be mainly focused on providing high quality service to Investment Management Italian Clients, building and maintaining relations with new/existing clients, as well as providing support to the other sales team members in delivering information, reports and specific documentations to clients upon request.
Does anyone have the same role who may give me some hints for the interview?
I am keeping my self update on markets news and forecasts as well as on asset classes behavior. I am also studying for taking the CFA exam.
I have a long experience within the retail banking industry but I never dealt with institutional clients.
Thank you in advance!