1 年前發布

Wealth Management –Affluent Wealth Specialist

CICC

職位描述

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.

其他細節

職位空缺來源
eFinancialCareers
參考編號
20481254
發布日期
2024年04月10日
關鍵詞
Private Banking & Wealth Management, Client Relations, Private Client, Financial Planning
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