168 Consulting$ |7 p* z3 H6 u! Z! j; _
) [+ f+ d6 O) [, M/ f5 \公司:RBC (加拿大皇家银行) Q u/ n" O' m. K; K- f ]
5 p; t8 }" t# {1 X+ U职位:Junior Associate - Trading+ `7 v/ R _! ]' k. Q
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' d$ B6 Z3 O% Z* b$ k- [· 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 base5 [' A3 f4 T; M3 u) k
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想了解更多职位信息,咨询请通过微信号onlineservice168 " v% @; _+ e# [1 U' C& \
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我们的在线小助手会第一时间与您联系。谢谢!
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