Assist in Prospect Research
Tailor pitches/presentations and marketing letters
Onshore account opening process and client on boarding
We seek candidates with strong analytical skills who can use both qualitative and quantitative tools to analyze complex financial situations. You should also have excellent communication and interpersonal skills and work well as an integral member of a team, as well as the initiative, energy and confidence to complete projects with limited supervision. Judgment and discretion in working with highly confidential information are also critical. Candidates must have a minimum GPA of 8.5 (out of 10).
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