Executive Director, Private Banking Investment Specialist

A leading financial services firm in New York is seeking an experienced Investment Specialist to enhance client relationships and offer customized investment solutions. The ideal candidate will possess a bachelor's degree, fluency in Mandarin and English, and relevant licenses such as Series 7 and 66. With seven or more years in Private Banking or Financial Services, this role involves conducting investment reviews, developing investment policies, and supporting a collaborative sales effort. Join a team dedicated to providing excellence in client service.
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