Investment Consultant
中国国际金融有限公司
- 公司规模：500-1000人
- 公司性质：合资(欧美)
- 公司行业：专业服务(咨询、人力资源、财会) 金融/投资/证券
职位信息
- 发布日期：2017-02-18
- 工作地点：福州
- 招聘人数：若干
- 工作经验：一年以上
- 学历要求：硕士
- 职位月薪：面议
- 职位类别：投资/理财顾问
职位描述
● Job Description:
This position is responsible for development of business relationship with high-net-worth individuals and families. Understand client needs and requirements, identifies investment opportunities and provides financial advice to clients. The job duties associated with this role may be expected to include but not limited to:
• Developing and maintaining business relationship with high-net-worth individual clients.
• Providing financial advise to high-net-worth clients and their families
• Presenting research services and advising clients on investment opportunities.
• Provide trading and execution services for clients, including equities, fixed income and mutual funds
• Working in a highly dedicated and professional team environment
● Core Qualification:
Knowledge
• Thorough understanding of Sales & Trading business
• Profound knowledge of the domestic and international capital markets and the firm’s products and services.
• Understanding the client’s investment need and orientation
Skills and Abilities
• Customer-oriented mentality
• Passionate for the sales job and the financial market
• Effective communicator
• Excellent interpersonal skills, integrating tact and diplomacy
• Strong self-starter, self-confident & energetic
Qualifications
• Solid sales related experience in multinational companies, preferably having involved in securities sales.
• Master degree in relevant majors, preferably an MBA from renowned universities.
This position is responsible for development of business relationship with high-net-worth individuals and families. Understand client needs and requirements, identifies investment opportunities and provides financial advice to clients. The job duties associated with this role may be expected to include but not limited to:
• Developing and maintaining business relationship with high-net-worth individual clients.
• Providing financial advise to high-net-worth clients and their families
• Presenting research services and advising clients on investment opportunities.
• Provide trading and execution services for clients, including equities, fixed income and mutual funds
• Working in a highly dedicated and professional team environment
● Core Qualification:
Knowledge
• Thorough understanding of Sales & Trading business
• Profound knowledge of the domestic and international capital markets and the firm’s products and services.
• Understanding the client’s investment need and orientation
Skills and Abilities
• Customer-oriented mentality
• Passionate for the sales job and the financial market
• Effective communicator
• Excellent interpersonal skills, integrating tact and diplomacy
• Strong self-starter, self-confident & energetic
Qualifications
• Solid sales related experience in multinational companies, preferably having involved in securities sales.
• Master degree in relevant majors, preferably an MBA from renowned universities.
公司介绍
作为中国首批中外合资投资银行，中金公司致力于为国内外机构及个人客户提供符合国际标准的投资银行、资本市场、机构及个人证券销售和交易、固定收益、资产管理、直接投资以及研究服务。
中金公司成立于1995年，是由国内外著名金融机构和公司基于战略合作关系共同投资组建的中国第一批中外合资投资银行，注册资本为1.25亿美元。
中金公司的股东包括：
中国建银投资有限责任公司
摩根士丹利国际公司
中国投资担保有限公司
新加坡政府投资公司
名力集团控股有限公司
中金公司总部设在北京，并在中国资本市场的战略要地—香港、上海和深圳，设有子公司、分公司或证券营业部。这一市场服务网络使中金公司得以时、准确地把握中国资本市场脉搏，更好地为客户提供投资银行和证券服务。
自成立以来，中金公司的业务不断发展，现有七个主要业务部门：投资银行部、资本市场部、销售交易部、研究部、固定收益部、资产管理部和直接投资部。另外，中金公司还设有完整的后台支持部门以及信息技术和风险控制系统。
请应聘者注明应聘职位。
中金公司成立于1995年，是由国内外著名金融机构和公司基于战略合作关系共同投资组建的中国第一批中外合资投资银行，注册资本为1.25亿美元。
中金公司的股东包括：
中国建银投资有限责任公司
摩根士丹利国际公司
中国投资担保有限公司
新加坡政府投资公司
名力集团控股有限公司
中金公司总部设在北京，并在中国资本市场的战略要地—香港、上海和深圳，设有子公司、分公司或证券营业部。这一市场服务网络使中金公司得以时、准确地把握中国资本市场脉搏，更好地为客户提供投资银行和证券服务。
自成立以来，中金公司的业务不断发展，现有七个主要业务部门：投资银行部、资本市场部、销售交易部、研究部、固定收益部、资产管理部和直接投资部。另外，中金公司还设有完整的后台支持部门以及信息技术和风险控制系统。
请应聘者注明应聘职位。