Senior Advisor
- Responds to inquiries of RMs via phone and email in order to provide effective customer service
- Stays up to date with the PBIC recommendations and other important PB reports
- Receives & executes non – equity trade orders (emails, phone, other systems). Ensures the best execution
- Supports the AD in preparing marketing presentations, proposals, and other documentations
- Reports problems / errors as soon as they occur to management
- Follows up on the product offering and updates the RMs accordingly
- Handles the non-equity execution and, on a back-up basis, provides execution on equity markets
- Supports the AD with marketing, presentations, and proposals
- Suggests investment ideas and products. Works on developing the products in coordination with the product specialists
- Provides a back-up for equity execution when needed
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