Relationship Manager – Wealth Advisor – Multi Family Office RM, Washington, DC

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Job title: Relationship Manager – Wealth Advisor – Multi Family Office RM, Washington, DC

Company: International Search Consultants

Job description: and continually update client information. Manage and oversee account opening and closing procedures. Prepare Annual DC escort reviews… discrepancies. Prepare asset allocation simulation modeling. Prepare initial and annual trust DC escort reviews and requests…

Expected salary:

Location: Washington DC

Job date: Sat, 08 Dec 2018 03:47:38 GMT

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