168 Consulting
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职位:Junior Associate - Trading
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工作内容:
5 A c; }1 h3 `( P% O· 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+ g/ T7 C& [ i% I4 T& G7 F1 y
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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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: x J: \1 \' o4 ?我们的在线小助手会第一时间与您联系。谢谢!
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