Senior Product Designer

Ilaria Cinotto; New York (NY); On-site; USD 25,000 - 35,000; Full time

Job summary

A financial services firm in New York is seeking an Investment Advisor to provide assistance and professional support within the organization. The role requires strong communication and leadership skills, as well as a keen interest in financial services. Successful candidates will be committed to learning and adapting to the firm's needs, and must complete the CISI Masters in Wealth Management. The position offers a full-time, permanent contract with a salary range of $25,000 to $35,000 per annum.

Qualifications

• Evidence of leadership skills, possibly through sporting achievements.
• Excellent written and verbal communication abilities.
• Strong interest in financial services and wealth management.
• High level of attention to detail.

Responsibilities

• Support and assist the branch/desk with duties.
• Adapt to changing responsibilities within the role.
• Learn systems and processes of the firm.
• Complete the CISI Masters in Wealth Management.

Skills

Leadership skills

Strong communication skills

Attention to detail

Interest in financial services

Job description

The aim of the Investment Advisor scheme is to provide candidates with a comprehensive range of experience and training.

Investment Advisors will provide support and assistance to the branch/desk, but duties and responsibilities will change over time. You are expected adapt to these changing responsibilities and to use them in the learning as well to provide professional support to those using the department’s resources.

New York,NY,US

$25000 - $35000 per annum

Permanent, Full-time

15 Applicantions

Key Areas of Responsibaility

• Successful applicants will to possess a proactive and sometimes indendent approach, particularly when it comes to studying and build commercial awareness, which require bot self-motivation and commitment.
• To become an effective and willing team member.
• To learn and understand the systems and processes associated with The Firm.
• To learn and understand about the products and service we provide to our clients
• To study and successfully complete the CISI Masters in Wealth Management within the remaining 30 month period (36 months in total).

Required Skills

• Evidence of leadership skills, possibly seen with sporting achievements or responsibilities.
• Strong communication skills - both written and verbal.
• Understanding/interest in the financial services sector.
• A very high level of attention to detail and accuracy is vital.