刊登於 5日前
Associate Director, Executive Investment Advisor, WS
Standard Chartered Bank
Responsibilities
- Leading Portfolio Review conversations with clients
- Focusing on growing the business, and empowering RMs with advisory skills and tools
- Targeted engagement with high potential clients – aim to upgrade to Priority Private
- Drive adoption of digital advisory tools
- Advisory focused RM training
- Client seminars
- Upgrade clients to Priority Private
- Portfolio reviews for HNW clients
- Conduct recurring client seminars
- Coach RM to understand market and products
Our Ideal Candidate
- Degree holder
- Investment management and within Banking background
- Sales management
- HKSI 1,7&8
更多工作資料
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類近好工
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Nanyang Commercial Bank刊登於 4日前