The Financial advisor is responsible for:
Servicing of existing clients, including
manage the Investment book of the Executive Financial Advisor (EFA) To serve as the primary contact for and out of the unit. Assist the Executive Financial Advisor (EFA) to interpret and align the Unit's goals
manage the Investment book of the Executive Financial Advisor (EFA) To serve as the primary contact for and out of the unit. Assist the Executive Financial Advisor (EFA) to interpret and align the Unit's goals