Education

• Bachelor's degree

Asset languages

• Mandarin

Work setting

• Urban area

Tasks

• Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
• 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
• Process received information required to open accounts and savings plans and purchasing bonds

Area of specialization

• Wealth management

Transportation / travel information

• Own transportation

Work conditions and physical capabilities

• Attention to detail

Screening questions

• Do you have previous experience in this field of employment?
• What is the highest level of study you have completed?

Experience

• 5 years or more

Health benefits

• Dental plan

Other benefits

• Paid time off (volunteering or personal days)
• Durée de l'emploi : Permanent
• Langue de travail : Anglais
• Heures de travail : 37.5 hours per week