【内推】Financial Professional Assistant
Job specifics for a Financial Professional Assistants:
- Assist with Financial Analysis, Business Planning proposals, investment evaluations
- Assist in preparing presentations to clients and prospective clients
- Process application and service request for clients on their financial products
- Proficiency in client relations
- Ability to conduct basic analysis and ongoing research independently
- Organize and coordinate targeted marketing programs, client educational seminars and client appreciation events
- Strong knowledge of MS office suite products(Word, PowerPoint, Excel, Outlook)
- Financial services industry experience will be a plus
内推联系信息:
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