Client Associate – Latin America Jobs in Ohio

Minimum 3 years of experience in a wealth management / private bank

Manage road show schedules, manage sales management priorities and track follow up. Create Investment Mandates.

Excellent interpersonal skills, both written and oral

Ability to multi-task and manage priorities effectively

Good judgment and problem solving skills

Analysis/interpretation of client data, assist in development of client presentations, work with Team Leader to monitor Investor loadings.