发布于 2026年9月24日 · 我们于 2026年9月27日 确认该职位仍然有效
这是您的公司吗?Actively identify, develop and convert business opportunities from new and existing clients Demonstrate an in-depth understanding of clients’ business and source of wealth generation Ensure coverage of all relationships through client engagement, risk profiling and financial planning Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters Maintain full understanding of client goals and risk tolerance to ensure that financial strat…