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Senior Financial Associate @ RBC

Philadelphia, Pennsylvania, United States of AmericaOnsiteFull-timePosted 18 days ago

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About this role

Join our team as a Senior Financial Associate and play a pivotal role in client portfolio analysis, investment recommendations, and business growth. Leverage your expertise in financial analysis, regulatory compliance, and client relationship management to drive success. Grow your career with RBC Wealth Management and make a meaningful impact in a dynamic, collaborative environment.. Category: Customer Service | Client Advice | Sales

Skills

investment managementportfolio analysisclient acquisitionfinancial analysisregulatory compliancefixed income productsequitiesmutual fundsinsurance productsannuitiesmicrosoft officecustomer servicedecision makinganalytical skillsinterpersonal relationship management

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