Execute and settle a variety of investment transactions (e.g., fixed income, equities, money market instruments) in accordance with established procedures and regulatory requirements.
Interview coordination: Assist with identifying and contacting potential interviewees, scheduling interviews, and maintaining interview trackers and records
Conduct preliminary interviews or meetings with sellers to help them understand their HNW customers’ health and financial circumstances and provide preliminary advise on underwriting requirements.
Support any networking events with stakeholders such as government agencies, grassroots, and community-based organizations to raise awareness of mental health