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Wealth Management Consultant Trainee

Keywords / Skills : We have training class for IIQE Paper I, Paper III and Paper V

1 - 5 years
Posted: 2018-07-13

Nationality
China, Hong Kong (Candidates authorized to work in the above mention countries are also eligible to apply)
Industry
Banking/ Financial Services
Insurance
Consultancy
Function
Finance & Accounts
Role
Financial/ Business Analyst
Finance Manager
Management Trainee
Education
Bachelors
Degree
Posted On
13th Jul 2018
Job Description
To provide comprehensive wealth management and tailor-made investment advice to individual and corporate clients in order to assist them on achieving their financial objectives.
To provide support in financial activities and events. 
To conduct regular investment portfolio review to enhance client relationship.
To maintain our professional advisory image.

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