Investment Manager Job

Key responsibilities:

1. Focus on each client experience and connect on a personal level to make every interaction meaningful
2. Anticipate client needs and communicate promptly with your team to build trust and deepen client relationships
3. Identify activities, processes, and opportunities to improve the client experience
4. Proactively identify business opportunities for your team
5. Work closely with Investment advisors to support business development activities and assist in the building of investment plans based on the client s profile, goals, and risk/reward tolerance
6. Enhance FWCA brand awareness in your community by attending local events and participating in marketing and outreach activities
7. Grow your network to create lasting connections that will generate future opportunities

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