成都 [切换城市] 成都招聘成都金融/证券/期货/投资招聘成都投资/理财顾问招聘

财富管理高级经理/理财经理/客户经理/资产管理

四川康宏力天财富商务咨询有限公司

  • 公司规模:少于50人
  • 公司性质:外资(非欧美)
  • 公司行业:金融/投资/证券

职位信息

  • 发布日期:2020-12-22
  • 工作地点:成都-成华区
  • 招聘人数:5人
  • 工作经验:5-7年经验
  • 学历要求:本科
  • 职位月薪:2-2.5万/月
  • 职位类别:投资/理财顾问  理财顾问/财务规划师

职位描述

Post duties:

1. Provide overseas financial advice via Stock\Fund trading,Insurance Plan, Bonds,Property,Family Trust. And also with Tax Planning,Liability Planning,Immigration Planning etc.

2. Seek new clients and well communicate with them.

3. Fact finding on the financial background of clients and provide financial need analysis.

4. Build wealth management proposal for the clients.

5. Build relationship with business partner; Manage training and monitoring business partner. Provide financial advice to their clients.

6. Build consultant team, manage team performance.



Post requirements:

1. Bachelor's degree or above (Flexible to candidate with excellent background).

2. Overseas degree or Majored in finance, economics, accounting and other related fields is preferred.

3. Over 5 years working experience on financial advising or wealth management or related industry (Flexible to candidate with excellent background).

4. Having client resources is preferred.

4. Passionate,Responsible,eager to learn.

5. Holding AFP\CFP\CFA\FRM or other related financial certificate is preferred.



Excellent remuneration package:

1. Base salary + performance commission + 5 kinds of Insurance and Housing Funds, work more earn more.

2. 5 working days per week, impressive annual leave, comfortable working environment and flexible working hours.

3. All kinds of cash incentive, annual leave incentive, yearly travel incentive.

4. Systematic training on financial knowledge, financial markets, all kinds of products, sales skill etc.

5. Training includes fast start training, weekly regular training, career path planning, and recruiter 1-on-1 training.


Expected income: Over 200k for the first year.

Address: Room 9, Floor 10, Block 4, Tianfu International Financial Center, 966 North-section of Tianfu Avenue, High-tech Zone, Chengdu, Sichuan, China.

公司介绍

四川康宏力天财富商务咨询有限公司其背景公司是香港首屈一指、全方位金融理财顾问康宏环球控股有限公司,为香港主板上市公司。我们长期与世界各国基金公司、保险公司、银行合作。透过提供800多种金融产品,为客户提供广泛的产品组合方案以及全面的金融解决方案。
我们拥有注册金融分析师CFA、注册金融理财师CFP、金融从业高管组成的管理团队,以香港金融业独特的运营方式及卓越的管理能力,矢志打造中国领先的一站式第三方金融服务平台,致力为内地高净资产人士构建高端金融产品平台。如:投资移民计划、财富管理计划、资产管理、证券买卖及全面投资理财服务。为内地高净资产人群提供国际性的金融产品风险管理及投资产品的咨询服务。
 1、国际投资咨询。我们拥有多年环球投资的经验,通过多样化的环球投资工具及方法,为内地客户提供领先、专业、准确的投资咨询服务。
 2、投资移民咨询。我们透过对全球投资市场的了解,为内地客户提供专业的移民投资顾问服务。
 3、海外房产购置。为顾客充分利用银行贷款购置房屋产权为永久业权的海外物业,可做自住或投资用途,且购买手续便捷、可靠。
 4、企业融资上市。为企业提供IPO融资上市的相关咨询,资质审核、资质办理、申报材料、融资股权,发行审核,发行上市等相关服务。
 5、投资银行服务。我们为我们的企业客户提供香港投资银行咨询服务。

联系方式

  • 公司地址:地址:高新区天府国际金融中心4号楼