Personal Assistant / Assistant Relationship Manager *fresh Grad Position
Job Description
: Assist relationship manager in portfolio management, portfolio research and preparing management reports. Provide policy illustration for advisors. Analyze clients requirements and manage client communication, and prepare required documentation. Assist in designing appropriate relationship plans to generate new business. Manage onboarding and submission documents for Private Bankings. Furnish Insurance proposals and submissions. Requirements: Possess Bachelor\'s Degree/Diploma in Economics, Business, Marketing or any other related field. Able to speak and write Mandarin and English Proficient in Microsoft Office Applications especially Microsoft Excel and Word. Able to follow instructions and work independently. Fresh graduates are encouraged to apply.
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Job Detail
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Job IdJD979211
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationPetaling Jaya, Selangor, Malaysia
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EducationNot mentioned