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Wealth Management, Alternative Investments Structuring

Required Qualifications, Skills And Capabilities

  • Bachelor’s Degree
  • Excellent written and oral communication skills
  • Excellent relationship management and interpersonal skills
  • Demonstrated ability to analyze and solve problems and to manage multiple tasks at once
  • Flexible team player with ability to work independently
  • Strong interest in alternative investments preferred
  • Verbal presentation skills
  • Series 7, 63