168 Consulting9 Q5 @$ K- i" ?/ X+ u
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公司:RBC (加拿大皇家银行)3 j4 V: [; k1 D& U7 d4 b
* }* t# t8 h, b+ l. ?; I. [职位:Junior Associate - Trading
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3 k+ V+ Y- ~% d7 s· 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, T+ r- o7 [/ h* ]
) }/ r5 v- i" S) `想了解更多职位信息,咨询请通过微信号onlineservice168
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. O7 ^& T$ V) U: q) N我们的在线小助手会第一时间与您联系。谢谢!
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