| local公司成立于2002年 主要做金融理财规划，为高净值客户提供相关的建议和咨询。需要和客户face to face沟通具体方案。需要你英文流利，书写report。 实习3个月结束后有留用机会。 有意向请发送简历至：[email protected] 具体职责如下： works closely with financial advisors to provide administrative and analytical support. Intern Responsibilities 1. Gathering and analysing client information 2. Conducting research: Assisting in conducting research on investment options, financial products, and market trends to assist financial planners in making informed decisions about their clients' investments. 3. Assist in creating financial plans. 4. Assist in developing investment proposals. 5. Assist in preparing reports. 6. Ensuring compliance: ensure that financial plans and investment proposals comply with industry regulations and guidelines. 7. Client communication 电话：(347) 218-9961 微信：yingying_000 位置：曼哈顿/下城
发布日期：2023/09/24 |
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