168 Consulting' o1 _8 H+ ?6 X2 ?9 s! d
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公司:RBC (加拿大皇家银行)* W& k. p1 R0 c- a/ V# V
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职位:Junior Associate - Trading
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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
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" \' y' ^+ [, r+ P/ i9 P: W想了解更多职位信息,咨询请通过微信号onlineservice168
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