Wealth Management Assistant

15~20K 人民币/每月

刷新于 6 个月前
108 查看
23 申请
北京
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工作职责
We're recruiting candidates for a wealth management firm who serves individual clients of substantial net worth. The firm is looking for someone that wants to learn the industry and build his or her career. Willing to train the right person!
职位要求
ResponsibilitiesHandling all cash management functions including wire transfers and investment of fundsInteracting with Investment Counselors on client related mattersSpeak to clients on a daily basis and attend client meetingsQualifications Essential for SuccessMultifaceted; ability to understand financial conceptsA strong work ethic, the drive to succeed, and outstanding personal initiativeDesire to work in a smaller companyAbility to multi-task and prioritizeQuick learnerAbility to maintain standards of accuracy under pressureExcellent communication skills; great personalityReports to: Investment CounselorCompensation: Percentage-basedLocal candidates only please.
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