HR Recruiter at Black Turtle
Views:141 Applications:46 Rec. Actions:Recruiter Actions:1
Wealth Management Role - Sales - BFSI (1-9 yrs)
Responsibilities :
- Prepare pitch books and meeting materials for client meetings
- Coordinating with global investment specialists, wealth advisors and capital advisors' client pitches, meeting agendas and assisting the bankers in managing client follow up
- Assisting in account openings and account reviews
- Daily account administration (ex/ unblocking of accounts, setting up credit lines, etc.)
- Research client inquiries and manage follow up communication and materials
- Periodic updating of client backgrounds
- Client invitation/nominations for events.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.