2023年wealth advisor的工作职责_wealth advisor岗位职责_wealth advisor职责及工作内容
wealth advisor工作职责描述范本,wealth advisor招聘条件要求会做什么,应聘wealth advisor需要做什么工作
wealth advisor需要做什么工作
wealth advisor工作职责
岗位职责：
1.Toprovidepersonalfinancialservicestohighprofileclients2.Toperformprecisefinancialneedanalysis3.Toworkasateamandstrivetomeetteamsalestargets4.Todealwithwiderangeoffinancialservicingsuchasstock,funds,MPFscheme,Scheme(投资移民),mortgageetc.5.Toestablishrelationshipwithanddevelopprofessionalimagetotheprospects6.Toopenandpenetrateintothemainlandmarket,bringingtheprofessionalandsophisticatedfinancialknowledgetothepotentialmarket
任职要求：
1.Degreeholder,orabove,withbusinessorfinancedisciplinesispreferredCandidateswithoverseasexperienceisanadvantage2.Discreetandindependentchallenge-taker3.Goodpresentationskillandlanguageability(BothMandarinadnEnglish)4.Ateamplayerwithabilitytoworkunderpressure5.Enjoysachievement,challenges,personalgrowthandrapidchangingenvironment
BenefitstoNewHires:1.Comprehensiveon-jobtrainingandsupport2.Promisingcareerpathispromised