Skills Required Demonstrated knowledge of functioning, design, execution, financial and accounting characteristics of investment instruments and products across asset classes. Experience articulating financial planning strategies and investment solutions to current and prospective high net worth clients in Latin America. Demonstrated knowledge of private banking services, including investments, mortgages, loans and trust and estates. Experience constructing private banking client profiles and wealth portfolios based on current economic conditions. Demonstrated knowledge of Know Your Customer KYC industrywide practices. Experience creating presentations for clients using Microsoft PowerPoint and Adobe Acrobat PDF Pro. Experience running portfolio analysis and financial modeling using Microsoft Excel. Experience accessing economic news, financial market dataanalytics, and price quotes using Thomson Reuters Eikon and Bloomberg Terminal. Experience comparing potential allocation strategies and generating multiperiod projections based on complex market conditions using Monte Carlo Simulation analysis. Employer will accept any amount of professional experience with the required skills.br br Continued from Sections H.4B and H.10Bbr Minimum education required Bachelors degree or equivalent in Business Administration, Economics, Finance, Accounting, or related field.br br Minimum experience required 2 years of experience in financial planning, or related experience.
Categorias: eb3
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