To provide marketing support to RM and administrative support to WMA’s daily operation.
lSupport to Relationship Manager
lAt account opening and renewal level
lTransaction and Product related
l Control Aspects
1.Trust and Structure Product Sales Certificates are required需具備信託業務證照,結構型商品, 金融市場常識與職業道德及投信投顧法規
2.Relevant experiences in Wealth management especially in financial support, sales assistant
3.Familiar with financial products and with financial transactions experiences