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Bank staff/clerks help process transactions and perform administrative and. After replying and showing interest i was contacted by phone and asked a few basic questions and given a short explanation of what the role would entail. In fact, you could work with a financial advisor without having them manage your portfolio or recommend any investments at all. Accounts assistants help facilitate and document their company's role & job description. Many financial service advisors work for investment firms, banks, or as independent contractors. Financial advisors spend much of their time researching and analyzing investment opportunities and meeting with clients and potential clients to go over investment strategies. Getting your first job as a financial advisor can be a challenge, especially if you don't have any relevant experience or coursework. Duties, requirements, skills and responsibilities:
This role will be a telephone based advice role, providing hnw clients.
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They will help coach bank branch personnel in identifying good referral prospects.
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