クライアント アドバイザー Client Advisor - Tokyo
1ヶ月前
Job summary
We are looking for someone who can help us establish long-term mutually beneficial relationships with clients select advisory processes and agreements designed to meet our clients' needs objectives and expectations keep accurate up-to-date client investor profiles develop a client investment strategy and keep a close eye on portfolio quality create and implement a strategic client book development plan with measurable actions comply with all regulation policies and standards contributing to an effective risk culture
求人説明
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