168 Consulting
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职位:Junior Associate - Trading
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· Work with a top team named a member of the elite RBC Dominion Securities Chairman’s Council · Deliver a superior client experience in assisting clients with day to day requests and ongoing proactive service calls. · Assist with day to day portfolio review, asset allocation rebalancing and executing and monitoring trades as directed by Investment Advisors · Contact clients with specific buy/sell recommendations as directed by the team · Utilize internal reports to proactively look for opportunities within portfolios Work with IA to develop and execute a relationship management plan to maintain and grow high-net worth client asset base
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想了解更多职位信息,咨询请通过微信号onlineservice168
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- ? a' _ |; L7 Y7 [我们的在线小助手会第一时间与您联系。谢谢!
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u' s' Q; D: U" F! ~168 Consulting与诸多大型金融会计IT工程类的公司有长期的合作,也提供在线的应聘指导咨询。我们线上的导师都是各个行业内的在职精英,并有修改简历求职信,面试辅导,模拟面试,职业咨询,推荐工作的相关经验。请关注我们的公众号,将有定期的各大行业的讲座,更多的内推的机会也在等着您~ |