Associate Personal Investment Officer
Details: ResponsibilitiesProvide financial advice and counseling to customers and prospects through the sale of mutual funds, government, municipal and corporate bonds, fixed and variable annuities, life insurance and manage money for Retail, Wealth Management and Commercial. Develop and maintain a profitable level of investment sales that meet the needs of properly qualified customers. Create profitable banking relationships through the sale of securities to qualified investment customers through highly effective relationship management, business development, presentation and sales skills. Actively develop new affluent customers through selling deeper into current book of business soliciting referrals and networking activities focused on Center Of Influence …read more
