萨克拉门托经济管理人助理

1/15/2018 3:03 am ID：142979 Share

Category：

Manager Supervisor

Salary：

$ 5,000

Location：

California > Northern California > Sacramento

Contact：

Richard Wang

Phone：

9165274842

Other：

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Pictures

Tags：助理职位、助理

我们是一个在萨克拉门托快速发展的主营地产和保险的经济管理团队。必须具备基础的英文读写能力。合格的助理会经过培训而从事助理职位。 1、开拓及维护高净值客户、机构客户（金融机构、上市公司等），并与客户建立长期良好的关系； 2、通过与客户沟通，了解客户在家庭、机构在投资方面的需求； 3、根据客户的资产规模、预期收益目标和风险承受能力进行需求分析，结合企业优质资源为客户提供专业的资产配置服务； 4、定期与客户联系，告知理财产品的收益情况，向客户介绍新的金融服务、理财产品及金融市场动向，维护良好的信任关系； 5、按公司制度完成业绩考核指标。

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Richard Wang

Cat：Manager Supervisor

Contact：9165274842

California > Northern California

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