168 Consulting1 `5 s9 V2 n! e# E! c* B2 k
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公司:RBC (加拿大皇家银行)0 ^3 f. Y1 }3 Q" s5 |5 Q0 k) \: Z
8 D( Q7 m& b0 I% @职位:Junior Associate - Trading' y# o+ A# g; i' ~' F3 `
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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 {0 n: G Q, K
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想了解更多职位信息,咨询请通过微信号onlineservice168 : a: S3 G1 Q( P b8 }9 j$ R
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