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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
- Fast-paced environment
- Tight deadlines
Screening questions
- Do you have previous experience in this field of employment?
- What is the highest level of study you have completed?
Health benefits
- Dental plan
Other benefits
- Paid time off (volunteering or personal days)
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