Drive client success as an Investment Associate at CG, focusing on sustainable wealth management and robust client relationships. Your expertise will support both clients and the business.
CG is looking for an experienced Investment Associate, ideally with over 5 years in the Wealth Management field. Your primary responsibilities will include updating client Financial Plans, assisting clients, and managing account documentation. Additionally, you'll be involved in initiatives to market and develop the wealth management business, alongside performing necessary administrative tasks.
Key Responsibilities:
• Partner with Investment Advisors to enhance client relationships
• Maintain updated client Financial Plans and identify new opportunities
• Handle client documentation for proper account maintenance
• Provide exceptional service to existing clients
• Participate in marketing strategies for growth in wealth management
Requirements:
• Licensed as an Investment ...