Experience in preparing and presenting client proposals to Advisors & Wealth Managers as part of new analysis and recommendations to clients. Prepare proposal documents and application documents. Prepare statement/record documents for client meetings Prepare investment proposals and portfolio reviews. Research, select and compare
Experience in preparing and presenting client proposals to Advisors & Wealth Managers as part of new analysis and recommendations to clients. Prepare proposal documents and application documents. Prepare statement/record documents for client meetings Prepare investment proposals and portfolio reviews. Research, select and compare