投资/理财顾问
浙江之信控股集团有限公司
- 公司规模：150-500人
- 公司性质：民营公司
- 公司行业：金融/投资/证券
职位信息
- 发布日期：2014-08-19
- 工作地点：成都-锦江区
- 招聘人数：若干
- 工作经验：1年
- 学历要求：中专
- 职位月薪：面议
- 职位类别：投资/理财顾问 销售代表
职位描述
岗位职责
1、负责为客户提供外汇理财咨询、建议服务，制定相应的投资组合和策略
2、负责保持与客户沟通联系，为客户提供金融分析软件等服务
3、负责为客户提供完善的理财计划及信息咨询
4、负责根据客户的委托，帮助客户实施理财计划
5、负责对公司理财产品能够全力宣传、推广、销售
6、负责为重要客户需求提供理财咨询，制定合理的财务计划
7、负责维持重要客户关系，通过与客户沟通，及时调整客户的财务安排
任职资格
1、中专及以上学历，金融、财务、管理等相关专业
2、具有投资、募资及上市公司操作经验者优先
3、熟悉银行、基金等金融产品的运作流程
4、熟练掌握个人及家庭理财相关知识和技能
5、具有优秀的沟通能力、团队协作精神以及分析研究能力
1、负责为客户提供外汇理财咨询、建议服务，制定相应的投资组合和策略
2、负责保持与客户沟通联系，为客户提供金融分析软件等服务
3、负责为客户提供完善的理财计划及信息咨询
4、负责根据客户的委托，帮助客户实施理财计划
5、负责对公司理财产品能够全力宣传、推广、销售
6、负责为重要客户需求提供理财咨询，制定合理的财务计划
7、负责维持重要客户关系，通过与客户沟通，及时调整客户的财务安排
任职资格
1、中专及以上学历，金融、财务、管理等相关专业
2、具有投资、募资及上市公司操作经验者优先
3、熟悉银行、基金等金融产品的运作流程
4、熟练掌握个人及家庭理财相关知识和技能
5、具有优秀的沟通能力、团队协作精神以及分析研究能力
公司介绍
顺应中国贵金属投资市场的热潮，浙江之信控股集团应运而生，目前集团旗下拥有多家子公司，产业涉及贵金属现货，包括现货定制、销售、回购、租赁、现货延期交收交易、贵金属投资咨询、互联网应用及研发等多个领域，着力打造以贵金属市场为中心的全方位多层次金融服务体系。集团以丰富多样的金融产品，满足广大客户的不同需求，通过专业化、规范化、市场化的运作，集合资源、技术、平台等优势，竭尽所能、全心全意为投资者提供满意的服务。
之信控股集团始终坚持以品牌价值为导向、以诚信为核心、以优质的客户服务为依托，从成立至今保持着跨越式的发展，业务网络覆盖包括北京、成都、杭州、湖州、绍兴等十余省市、地区，目前已形成以地跨南北的多家分子公司为中心，并向其周围省市呈发散式发展的商业体系，经过近十年的发展，浙江之信控股集团已经逐步在贵金属行业中树立了良好的品牌形象，为其行业的先锋地位奠定了坚实的基础。
The rise of Zhejiang Zhixin Holding Group complies to the trend of the precious metal investment market in China. Currently, the Group, which is putting great effort in creating an all-dimensional financial service system centered in precious metal markets, has many subcompanies and its business involves prompt precious metal, includes prompt goods customization , selling, counter purchasing, precious metal leasing, prompt goods trade with postpornment of delivery, and the application and development of Internet. The Group meets the needs of various customers with diversified financial products. Through professionalized, standardized, and market-oriented operation, we combine our advantages of resources, technologies, and platforms to provide satisfactory service to our investers heart and soul.
Zhixin Holding Group always takes brand value as its guide and honest as its core. Relying on superior customer services, the Group keeps developing rapidly and its business network covers over ten provinces and cities such as Beijing, Chengdu, Hangzhou, Huzhou, Shaoxing and so on. At present, the Group has formed a commercial system which centered in several subcompanies across the country and is expanding to surrounding areas. After nearly ten years of development, Zhejiang Zhixin Holding Group has gradually established a favorable brand image in precious metal business as well as laid a solid foundation for its pioneer status in this industry.
之信控股集团始终坚持以品牌价值为导向、以诚信为核心、以优质的客户服务为依托，从成立至今保持着跨越式的发展，业务网络覆盖包括北京、成都、杭州、湖州、绍兴等十余省市、地区，目前已形成以地跨南北的多家分子公司为中心，并向其周围省市呈发散式发展的商业体系，经过近十年的发展，浙江之信控股集团已经逐步在贵金属行业中树立了良好的品牌形象，为其行业的先锋地位奠定了坚实的基础。
The rise of Zhejiang Zhixin Holding Group complies to the trend of the precious metal investment market in China. Currently, the Group, which is putting great effort in creating an all-dimensional financial service system centered in precious metal markets, has many subcompanies and its business involves prompt precious metal, includes prompt goods customization , selling, counter purchasing, precious metal leasing, prompt goods trade with postpornment of delivery, and the application and development of Internet. The Group meets the needs of various customers with diversified financial products. Through professionalized, standardized, and market-oriented operation, we combine our advantages of resources, technologies, and platforms to provide satisfactory service to our investers heart and soul.
Zhixin Holding Group always takes brand value as its guide and honest as its core. Relying on superior customer services, the Group keeps developing rapidly and its business network covers over ten provinces and cities such as Beijing, Chengdu, Hangzhou, Huzhou, Shaoxing and so on. At present, the Group has formed a commercial system which centered in several subcompanies across the country and is expanding to surrounding areas. After nearly ten years of development, Zhejiang Zhixin Holding Group has gradually established a favorable brand image in precious metal business as well as laid a solid foundation for its pioneer status in this industry.