Graduate Trainee
滙點顧問公司Quarry bayUpdate time: October 30,2019
Job Description
Responsibilities:
- On-the-job training to establish related asset and wealth management expertise
- Prepare customer’s portfolio to achieve client’s long-term financial objectives
- Prepare different scheme of proposals
- Identify client objectives and offer appropriate financial consultancy
Requirements:
- Degree holder or above in all disciplines
- Energetic and proactive
- Good command of spoken Cantonese and Mandarin
- Good communication and interpersonal skills
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