Investment Consultant Responsibilities Conduct customer portfolio analysis to identify cross-selling investment... an advantage Insurance Specialist Responsibilities Collaborate with RMs in Branch to provide insurance planning services...
and insurance services to high net worth clients in branch Maintain close relationships with clients Cooperate with specialist... in investment and insurance selling IIQE 1,2,3 and HKSI 1,7,8 Good command in both Chinese and English Candidate...
and insurance services to high net worth clients in branch Maintain close relationships with clients Cooperate with specialist... in investment and insurance selling IIQE 1,2,3 and HKSI 1,7,8 Good command in both Chinese and English Candidate...