Get new jobs by email
- Responsibilities: Sales oriented, develop high-net-worth clients and provide professional wealth management and asset allocation advice; Maintain existing customer relationships, regularly follow up on customer needs, and enhance customer satisfaction; Sellin...
- ...us products and asset classes Conducting financial mapping of clients to analyze key parameters, including risk profile, asset allocation, investment horizon, and liquidity needs Customize portfolio proposals for clients through allocation of client funds into pro...
- ...ations Officer. Key Responsibilities: ~ Oversee the full wine lifecycle, from procurement and inventory management to class allocation and usage. ~ Prepare accurate wine lists and tasting notes to support course delivery and classroom activities. ~ Develop...
- ...ation teams on compliance implications for public funds and ETF • Formulate and implement investment policy, strategy and asset allocation for public funds • Specialist oversight for ETF regulatory matters (disclosures, governance, primary market mechanics). • Mak...
- ...otivated and detail-oriented Wine Inventory & Operations Assistant. Key Responsibilities Manage wine inventory, including allocation and tracking of stock for class usage Prepare accurate wine lists and tasting notes to support course delivery and classroom a...