Investment Specialist - Prospector Advisory EQI Private

Job description

We are looking for a sales executive to expand our commercial prospecting team in the Private segment. The professional will be responsible for prospecting clients, providing technical support to the investment advisory team, conducting portfolio diagnostics, presenting customized investment allocation solutions, pacing and converting opportunities to achieve the prospecting team's capture goals. You will have interface with the pre-sales teams, advisory teams, and other stakeholders to identify new business opportunities and develop strategies to expand our presence in the Private segment.

Required skills

advisory diagnostics portfolio teams pre-sales investment stakeholders solutions goals private capture allocation prospection customized

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