Portfolio Strategist Specialist
Company: First Citizens Bank
Location: Youngsville
Posted on: May 7, 2024
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Job Description:
Overview: This position conducts detailed portfolio analysis for
use in new business and existing client presentations. Assists in
the preparation of client investment-related presentations,
reports, and reviews. Facilitates trading activities by ensuring
timely processing and follow-up. Answers inquiries and serves as a
resource to strategists, partners and clients in order to support
client retention and new business development.
Responsibilities:
Keywords: First Citizens Bank, Wilson , Portfolio Strategist Specialist, Other , Youngsville, North Carolina
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