锦鲤求职锦鲤求职

招商永隆銀行

Intern-CMB Wing Lung Asset Management

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当前公开岗位库收录 招商永隆銀行 1 个在招实习岗位。岗位数量与状态以企业官网为准。

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岗位描述

岗位职责
PRINCIPAL DUTIES & RESPONSIBILITIES:

• Assist the Team Head in handling customer service matters, including but not limited to processing Discretionary Portfolio Management account opening, arranging settlements, and placing transaction orders

• Maintain effective communication with internal and external investment institutions to ensure the timely and efficient execution of transactions

• Assist Team Head in developing and managing portfolio products with an aim to achieve clients' asset management objectives

• Assist the Team in developing and maintaining client relationships, and providing customized asset allocation services

• Perform KYC related work, deal execution and documentation

岗位要求
JOB SPECIFICATION:

Experience:

• Bachelor's degree or above holder in Finance, Accounting or Business related subjects

• Strong interest in asset management, willing to learn and apply new knowledge in practical work.

• Strong service orientation, self-motivated with good communication and interpersonal skills

• Strong in Microsoft Excel, Word and PowerPoint

• Fluent in English and Mandarin

中后台方向的申请准备

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