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Published 1 year ago

Wealth Management –Affluent Wealth Specialist

CICC

Job Description

Job Description：

The position is responsible for maintaining business relationship with ESOP clients, responding to client inquiries and providing administrative co-ordination with other internal teams.

The job responsibilities associated with this role may be expected to include but not limited to:

Responsibilities:

  • Developing and maintaining business relationships with ESOP clients.
  • Responsible for ESOP client routine work, coordinating with ESOP team to follow up the implementation and ESOP projects.
  • Providing administrative coordination with internal teams.
  • Performing Ad-hoc work related to ESOP services.

Job Requirements:

  • Bachelor or above degree in relevant majors.
  • Proficient in MS Word, Excel and PowerPoint.
  • Fluent in both spoken and written Mandarin and English.
  • Highly motivated and responsible for work, detail-oriented and team player. Able to work under pressure and challenging environment.

Job Particulars

Job source
eFinancialCareers
Job reference
20481254
Date published
10 Apr 2024
Job keywords
Private Banking & Wealth Management, Client Relations, Private Client, Financial Planning
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