Senior Wealth Management Advisor - PERSOL

Develop and maintaining business relationship with target clients, bringing in new clients and new AUM to the firm. Provide investment advisory and asset allocation services. Provide trading and execution services for clients on equities, fixed income, foreign exchange, futures and options, mutual funds, hedge funds, PE funds and structured products etc. Assist clients on wealth planning and preservation through various tools and services. Work in a highly dedicated and professional team enviro…