In this role, you will communicate clearly and effectively with management regarding risk and upside. The selected candidate will ensure team is properly staffed to achieve sales target including management of attrition.
A PCA focuses on sales to new and existing High Net Worth (HNW) clients. PCAs generally will have an in depth knowledge of one or two of the following areas: investments, credit, banking, trust and wealth transfer.
In this role, you will be responsible to provides support within a line of business, clinical or infrastructure specialty and across specialties as required. Educates and trains clients one-on-one as needed to resolve requests.