锦鲤求职岗位描述
Work closely with the Relationship Management and Wealth Management teams in providing specialist services in business planning and joint meetings Provide technical and skills coaching towards developing staff teams in order to achieve team business objectives Work closely with the wealth management product teams and development team on new products, product enhancements and improvements in customer experience Assist the frontline teams with all customer servicing needs and disputes in order to ensure seamless support is provided to our customers University degree with honors in economics, finance, business or a related discipline. Working experience as a product specialist, financial advisor or sales manager. Strong knowledge of all wealth management products and with expertise in customer portfolio management Excellent interpersonal skills and presentation skills A mature individual able to instill confidence with colleagues and clients alike Fluent written and verbal English