4 Job Postings
2024-07-18 - 2024-10-18
The common responsibilities for this position include meeting clients to provide customized wealth management advice, building and maintaining client relationships, and offering products in Life Risk Management and Asset Management. The role involves educating clients on asset management and utilizing medical and investment knowledge to provide swift service. Additionally, responsibilities include developing financial planning plans, analyzing market trends, utilizing team and company resources for customized investment solutions, enhancing business knowledge, and expanding customer resources. The position may also involve referring clients for Family Trust and leading a team in the wealth management industry.
The percentages next to each skill reflect the sector’s demands in these respective skills. E.g., 30% means this skill has been listed in 30% of all the job postings in this sector.
The skills distribution tells you what specific skill sets are in demand. E.g., Skills with a distribution of “More than 50%” means that these skills are wanted in more than 50% of the job postings.
Types of companies in the sector that have advertised a position
Education level required as indicated
Fields of study of the positions advertised by employers
Employment Mode of the positions advertised by employers
Employment Type of the positions advertised by employers