※ [本文转录自 NTUfinGrad97 看板] 作者: gagagaga (aga) 看板: NTUfinGrad97 标题: [徵才] Morgan Stanely Private Wealth Management 时间: Fri Jul 4 16:41:47 2008 Morgan Stanely Private Wealth Management - Taiwan Coverage Group is now looking for a full-time Client Service Associate based in Hong Kong. With the opportunity to be promoted as an Analyst and eventually a professional Financial Advisor. Please send your resume to Tiffany Shen ([email protected]) before July 8, 2008. We will start phone interviews on July 7. Position Summary: Assist Analyst and Financial Advisors with all the administrative and processing aspects of all sales. - Perform daily operations, client service, and Financial Advisor support - Provide account information to clients and Financial Advisors - Learn the business and products in order to assist Financial Advisors - Clerical duties such as handling telephones, mailing, filing and processing forms. Job Requirement: Knowledge, Skills, and Abilities - Good written and verbal communication skills (Both English and Mandarin) - Working knowledge of Word, Excel and PowerPoint. - Superior interpersonal, organizational, and client service skills - Ability to prioritize tasks and meet deadlines Education: Business Realted Major Private Wealth Management Division: Morgan Stanley Private Wealth Management provides highly customized financial advice, investment solutions and brokerage services to individuals, families and foundations with $10 million or more in investable assets. As Morgan Stanley's premier service for individuals and families with significant means, we specialize in providing our clients with custom-tailored financial solutions and a level of sophistication and access to expertise and investments typically reserved for large corporations, financial institutions and governments. Our Approach: Since our inception, we have been dedicated to serving our clients through a relationship based on intimacy, integrity and mutual trust. When a new client comes to Private Wealth Management, our relationship begins with a discovery process - an in-depth dialogue to identify all the factors surrounding and defining the client's wealth. This includes the client's short and long-term goals and concerns, the structure of his or her holdings, and the client's exposure to and tolerance for risk. The client's dedicated team and wealth management specialists then work with the client to construct, implement and monitor an asset allocation strategy that will help the client achieve his or her many objectives. --

※ 发信站: 批踢踢实业坊(ptt.cc) ◆ From: 140.112.181.200 --

※ 发信站: 批踢踢实业坊(ptt.cc) ◆ From: 140.112.181.200