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Amman

    Senior Investment Advisor - Amman, الأردن - Banyan Global

    Banyan Global
    Banyan Global Amman, الأردن

    منذ 4 أيام

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    وصف
    • Interview members/clients to determine financial position, resources, and assets available to invest towards financial goals
    • Counsel clients on purchase or sale of securities, financial/insurance services and investment plans in or separate from a retirement plan
    • Service client inquiries by effectively working with operations support personnel at vendors and broker-dealer to ensure a high quality service and member satisfaction
    • Prospect for potential clients using advertising/marketing campaigns, seminars, mailing lists, personal contacts, referrals, center of influence, etc.
    • Refer members/clients who need credit union products and services to the correct department or person (for example: mortgage, consumer loan, credit card, deposit account, etc.)
    • Create, maintain, and retain client files with appropriate information and in accordance with FINRA and SIPC compliance standards, broker-dealer policy, and OSJ requirement
  • Banyan Global

    Investment Advisor

    منذ 4 أيام

    Banyan Global Amman, الأردن

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    منذ أسبوع

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    منذ يوم

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    منذ يوم

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    منذ يوم

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    منذ أسبوع

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    منذ أسبوع

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