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Client Advisor

关注度:2109
2014/2/20
要求描述:
-continuously develop relationships with a portfolio of clients
-foster and promote the client's interests and needs throughout the advisory process
- maintenance and development of long/term client relationships
-provide a "Single Point of Entry" into the Bank with an efficient access to a network of specialists within the bank and outside
-act as a personal Wealth Manager; draw up a comprehensive asset strategy which reflects the dynamics between personal and business assets (holistic approach)
- maximize client assets and revenues under management of the bank
- provide a comprehensive financial investment service
- ensure that client’s portfolio of investments meet legal and regulatory requirements through effective co-ordination with Risk and Compliance departments
- Follow and adhere to codes of ethics and the Cross Border regulations
招聘职位 Client Advisor
工作地点 上海
招聘人数 1
 来源(URL):http://www.wealink.com/zhiwei/view/19857908/
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