INVESTMENT COUNSELOR jobs in SAN FRANCISCO CA, United Kingdom

Counselor you’ll be partnering with Relationship Managers to offer appropriate investment solutions to clients and attracting.../enhancing client relationships and profitability. As our Investment Counselor you will: Assess client needs Develop...

HSBC

investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients... and recommending investment advisory strategies Communicates solutions to clients that are best suited for their financial needs...

Bank of America