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标题: 加拿大国民银行（National Bank of Canada）蒙城招收私人银行业务投资助理，待遇丰厚，机会难得，快来申请吧！ [打印本页]
作者: 蒙特利尔求职招聘 时间: 2018-9-4 09:30
标题: 加拿大国民银行（National Bank of Canada）蒙城招收私人银行业务投资助理，待遇丰厚，机会难得，快来申请吧！
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● 招聘公司： 加拿大国民银行（National Bank of Canada）点击申请● 招聘职位： 私人银行业务投资助理（Investment Associate - Private Banking）
● 工作内容：
- Assist Private Advisors with the administrative tasks related to managing wealthy clients' accounts;
- Provide high quality customer service;
- Open and update client files in accodance with the time frames required by law;
- Prepare for client meetings;
- Be the administrative link between the different operational departments;
- Perform administrative tasks such as sending cheques to clients, making withdrawals, and following up on incoming and outgoing transfers;
- Prepare tables, memos, letters and other types of documents;
- Help prepare portfolio analyses and/or financial planning;
- Act as a contact person for clients regarding the firm's products, procedures and policies;
- Participate actively in administrative activities related to the team's business development;
- Keep up-to-date on financial markets.
● 工作要求：
- 大专以上学历，两年相关工作经验；
- 办公室管理研究经验；
- 客户服务经验；
- 完成加拿大证券课程和行为实践手册课程；
- 熟悉Word和Excel；
- 掌握Creosus知识、学习如何快速使用IT系统的能力；
- 掌握法语和英语。
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