Overview
Languages
English
Education
- Bachelor's degree
Experience
5 years or more
Asset languages
- Mandarin
Work setting
- Urban area
Responsibilities
Tasks
- Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers
- Store, update and retrieve financial data
- Prepare monthly statements
- Obtain and process information required for the provision of services, such as opening accounts and savings plans and purchasing bonds
Experience and specialization
Area of specialization
- Wealth management
Additional information
Transportation/travel information
- Own transportation
Work conditions and physical capabilities
- Attention to detail
Benefits
Health benefits
- Dental plan
Other benefits
- Paid time off (volunteering or personal days)