The common responsibilities for this position include managing clients' total wealth by aligning financial and investment solutions with their needs, promoting Premier Service to existing clients and making referrals to other business units, handling and resolving customer queries via digital channels professionally, collaborating with related business units to address customer inquiries, actively sharing wealth domain knowledge and providing unbiased advice to customers, supporting supervisors, and participating in ad hoc projects. Additionally, the role involves undergoing comprehensive training to develop in-house investment analysis and management skills and engaging in social media customer relationship management training to enhance personal branding and customer relationship building.
The percentages next to each skill reflect the sector’s demands in these respective skills. E.g., 30% means this skill has been listed in 30% of all the job postings in this sector.
The skills distribution tells you what specific skill sets are in demand. E.g., Skills with a distribution of “More than 50%” means that these skills are wanted in more than 50% of the job postings.
Job classifications that have advertised a position
Academic degree required as indicated by all job postings
Job subclassifications that have advertised a position