Investment & Product Advisor recruitment
Job Description – Synthesize market information and formulate client interaction tactics – Provide market analysis and summary – Participate in PvB sales meeting and render professional support to deliver sales concerns and opinions – Working together with RMs in achieving sales results, including joint client discussion, investment proposal preparation, client portfolio review, asset allocation model recommendation and product idea initiation, professional investment advice support, etc. – Consult on the distribution and delivery of various wealth management products including, FX and FX derivative Read more […]