Opportunity Description
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In this role, you will:
Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.Foster, maintain and strengthen client relationships through regular, comprehensive contact in accordance with the service commitment made to MD Private Investment Counsel’s clients.Provide discretionary management for a book of MD Private Investment Counsel clients. Duties include the assessment of client objectives and risk tolerance, recommendations on appropriate investment strategy, selection of individual securities, and ongoing review of client portfolios. Ongoing client review responsibilities include discussion of portfolio performance, periodic review of appropriateness of objectives, review of tax situation and cash flow needs.Ensure all portfolios are compliant with the clients’ Investment Policy Statements.In conjunc...
Full-time
Financial Specialists