9 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, conducting personal and corporate financial planning, performing financial health checks and risk profile reviews, and possessing sufficient medical and investment knowledge to educate clients. Additionally, the role involves participating in the Greater Bay Area (GBA) project, introducing investment and insurance products, and taking on leadership and management roles for selected candidates. The position also requires regular customer contact, portfolio reviews, and participation in on-job training programs, with opportunities for top performers to convert their internship into a full-time contract.
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