理财顾问（基金 信托 证券 银行 保险）
北京展恒理财顾问有限公司
- 公司规模：150-500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：2012-08-23
- 工作地点：上海-浦东新区
- 招聘人数：若干
- 工作经验：三年以上
- 学历要求：本科
- 职位类别：投资/理财顾问
职位描述
提示：如果您有意在上海长期发展；希望职业稳定；计划收入逐步提高；请投递简历，否则请慎重考虑。
1. 任职资格：
年龄：28岁以上,已婚优先
教育背景：正规院校全日制本科及以上，硕士优先
工作经历：三年以上（其中在沪一年以上）
优选对象：有正规金融机构一年以上工作经验；
已获AFP、CFP、基金等与投资理财相关从业资格；
有会员制企业或高端客户服务机构工作经验；
在特定领域有丰富人脉或相关资源；
2. 岗位职责：
根据客户的资产状况作出合理的资产分析报告；
根据公司研究部研究成果，为高端客户提供投资组合方案；
在特定领域开展市场活动，拓展新客户；
建立并维持与客户的良好关系，做客户终身的财富管家。
1. 任职资格：
年龄：28岁以上,已婚优先
教育背景：正规院校全日制本科及以上，硕士优先
工作经历：三年以上（其中在沪一年以上）
优选对象：有正规金融机构一年以上工作经验；
已获AFP、CFP、基金等与投资理财相关从业资格；
有会员制企业或高端客户服务机构工作经验；
在特定领域有丰富人脉或相关资源；
2. 岗位职责：
根据客户的资产状况作出合理的资产分析报告；
根据公司研究部研究成果，为高端客户提供投资组合方案；
在特定领域开展市场活动，拓展新客户；
建立并维持与客户的良好关系，做客户终身的财富管家。
公司介绍
展恒 您卓越的私人财富管家
北京展恒理财顾问有限公司是国内最早从事家庭理财服务的独立理财顾问机构之一，也是目前国内第三方理财市场的引领者，已在广大投资者心目中树立了财富管家的形象。
展恒以专家理财产品的投资顾问服务为主，为客户提供阳光私募、公募基金、固定收益类信托产品、股权投资产品等投资组合方案，为国内的个人、家庭提供一个中立的专业理财服务平台。
截止到2011年底，展恒拥有客户1万余名，可配置资产超过150亿元，在北京、上海、深圳设立8个理财中心。2011年7月，展恒获得美国优点资本的首轮融资。2012年5月，展恒获得基金代销牌照，成为北京首家拥有基金代销资格的第三方理财机构。
MyFP Wealth Advisory Co.,Ltd, founded in 2004, being a leading wealth management company and the leader of the independent financial advisor with a great reputation in China.
MyFP mainly offers face-to-face financial consultant service with commission-based and fee-based for high-net worth individuals, the products involved in the portfolios covers Hedge Fund, Mutual Fund, Trust, Private Equity and other alternative product, by which MyFP can offer a professional financial service platform for individuals and families in China.
By the end of 2011, MyFP serves more than 10,000 clients, with the client assets about 15billions RMB. There are 8 branches around Beijing, Shanghai and Shenzhen, MyFP has finished the A series financing with VantagePoint Venture Partners in July, 2011.
MyFP has got Fund distribution qualifications in May,2012,as the first independent financial institution in Beijing.
展恒8年 扬帆起航
Title: The history of MyFP’s 8 years
2004年 2月，成立“天恩理财中心”
Feb. 2004, sat up Tian En wealth management center
设立基金研究部门
Established the department of Fund research
推出 “五星基金评级”
Created Five Stars fund rating system
2005年 7月，更名为北京展恒理财顾问有限公司，成为中国首家第三方理财顾问机构
July. 2005, Tian En wealth management center changed its name to MyFp Wealth Advisory Co., Ltd which was the first independent financial advisory company in China.
率先引入第三方理财服务理念
Introduce the concept of independent financial advisory into China
公司定位为高净值人士提供“专业、独立、个性化”的理财服务
MyFP provides professional, independent and personalize financial advice for high-net worth individuals
2006年 3月，国内领先的“基金投资顾问专家系统”正式运行
Mar. 2006, MyFP developed the leading Fund Investment Advisory System(FIAS).
自主开发最早的公募基金研究体系，实时对基金进行全面评价
FIAS provides a comprehensive real time fund analysis for financial advisors.
快速响应投资者个性化投资需求
FIAS could response investors’ personal requirements timely.
2008年 5月，在国内率先推出“阳光私募评级体系”
May. 2008, MyFP released the first Private Equity Rating System
专业研究体系，评价阳光私募基金，私募股权产品进入产品池
Private equity was introduced into MyFP’s portfolio.
创办系列“私募高峰论坛”，搭建沟通平台
Founded the Summit of Private Equity.
2009年 5月， 布局分支机构，服务高净值客户近万人
May. 2009, sat up branches in china, serves more than 10,000 clients
2011年7月 展恒理财首轮融资获得美国优点资本注资
July,2011 MyFP has finished the A series financing with VantagePoint Venture Partners.
公司风控能力更加完善
more perfect ability to the risk management
研究水平不断加强，服务质量大幅提升
Continuously strengthen research level and improved service quality
2012年5月 获得基金代销牌照
got Fund distribution qualifications
展恒8年 因为专业
MyFP’s Eight Years, Because of Professionalism
严格风险管理 合理资产配置
Strict Risk Management Reasonable Asset Allocation
用心打理客户的每一份资产是展恒的使命！
展恒理财坚信，合理的资产配置是赢得财富增值的关键。据统计决定投资绩效的因素中，资产配置占比91.5%，投资产品的选择占比4.6%，市场时机占比1.8%，其它因素占比2.1%。有指导得对个人金融资产进行合理的配置，让您对预期收益不再忐忑。
展恒精良的研究团队、专业的理财顾问，健全的管理系统，将先进的资产配置理念运用于客户的财富管理，陪伴客户逐步登上财富金字塔。
Take care of every customer’s asset is MyFP’s mission!
MyFP believes that reasonable asset allocation is the key to increase your wealth. According to statistics, asset allocation accounts for 91.5% among the factors which determine investment performance, while investment products selection accounts for 4.6%, market timing accounts for 1.8%, and others account for 2.1%. Thus professional guidance of reasonable personal assets allocation will eliminate your concerns for expected benefits.
With excellent research team, professional financial consultants, and sound management system, MyFP applies the advanced concept of asset allocation to the clients’ wealth management, and accompany our clients to the peak of wealth pyramid.
稳健的资产配置策略
Prudent asset allocation strategy
展恒以稳健的资产配置策略为原则，本着合理资产配置，精挑投资产品的服务理念，为客户提供阳光私募、公募基金、固定收益信托、私募股权基金、券商集合、对冲基金等投资组合方案。
2010年，上证指数下跌14.32%，展恒在投资组合方案中推荐的阳光私募平均收益逆市上涨21.8%，推荐的公募组合收益也达到7.8%。
2009年，上证指数上涨72.04%，展恒在投资组合方案中推荐的阳光私募平均收益达到108%，推荐的公募组合收益也达到114.5%。
Adopting prudent asset allocation strategy and adhering to the concept of reasonable asset allocation and fine selection of investment products, MyFP provides our clients with various investment portfolio including sun private funds, public funds, fixed income trusts, private equity funds brokerage collection, hedge funds.
In 2010, when the Shanghai Composite index fell 14.32%, the average revenue of private equity recommended by MyFP rose 21.8% against the market trend; the recommended public funds also won a 7.8% return.
精良的研究团队
Excellent research team
展恒具备一支研究实力强大、积极自主创新、实战经验丰富的产品研究团队，研究员均拥有名牌大学金融类专业硕士以上学历。展恒理财研究部成立以来，创造性得推出了“展恒基金五星评级”，开发了处于国内领先水平的“展恒基金投资专家系统”，系统自推出以来，已经为近10000名投资者进行过基金诊断，为投资者分析所持有的基金的优劣，并合理指导投资者进行操作。除了基于数据的定量研究，研究团队持续跟踪国内外市场动态，积极收集多方面信息，对每只基金的历史业绩、投资风格、管理水平进行客观评价，结合定量研究结果，撰写投资策略报告，为理财顾问团队提供决策支持。
MyFP owns a powerful products research team with strong research ability, actively innovation capability and rich practical experience. All of the researchers have financial master degree from prestigious university. After founded, MyFP’s research team creatively launched the MyFP Five-star Rating System, and developed a leading MyFP Investment Expert System. Since its introduction, the system has conducted diagnosis for over 10,000 investors to analyze the pros and cons of the Funds and provide rational operation guidance for investors. Other than quantitative study based on data analysis, the research team also track domestic and international markets trends, and actively collect information from various sources, to evaluate each funds’ historical performance, investment style and level of management. Combined with quantitative research result, the team composes investment strategy reports to provide decision support for the financial advisor team.
北京展恒理财顾问有限公司是国内最早从事家庭理财服务的独立理财顾问机构之一，也是目前国内第三方理财市场的引领者，已在广大投资者心目中树立了财富管家的形象。
展恒以专家理财产品的投资顾问服务为主，为客户提供阳光私募、公募基金、固定收益类信托产品、股权投资产品等投资组合方案，为国内的个人、家庭提供一个中立的专业理财服务平台。
截止到2011年底，展恒拥有客户1万余名，可配置资产超过150亿元，在北京、上海、深圳设立8个理财中心。2011年7月，展恒获得美国优点资本的首轮融资。2012年5月，展恒获得基金代销牌照，成为北京首家拥有基金代销资格的第三方理财机构。
MyFP Wealth Advisory Co.,Ltd, founded in 2004, being a leading wealth management company and the leader of the independent financial advisor with a great reputation in China.
MyFP mainly offers face-to-face financial consultant service with commission-based and fee-based for high-net worth individuals, the products involved in the portfolios covers Hedge Fund, Mutual Fund, Trust, Private Equity and other alternative product, by which MyFP can offer a professional financial service platform for individuals and families in China.
By the end of 2011, MyFP serves more than 10,000 clients, with the client assets about 15billions RMB. There are 8 branches around Beijing, Shanghai and Shenzhen, MyFP has finished the A series financing with VantagePoint Venture Partners in July, 2011.
MyFP has got Fund distribution qualifications in May,2012,as the first independent financial institution in Beijing.
展恒8年 扬帆起航
Title: The history of MyFP’s 8 years
2004年 2月，成立“天恩理财中心”
Feb. 2004, sat up Tian En wealth management center
设立基金研究部门
Established the department of Fund research
推出 “五星基金评级”
Created Five Stars fund rating system
2005年 7月，更名为北京展恒理财顾问有限公司，成为中国首家第三方理财顾问机构
July. 2005, Tian En wealth management center changed its name to MyFp Wealth Advisory Co., Ltd which was the first independent financial advisory company in China.
率先引入第三方理财服务理念
Introduce the concept of independent financial advisory into China
公司定位为高净值人士提供“专业、独立、个性化”的理财服务
MyFP provides professional, independent and personalize financial advice for high-net worth individuals
2006年 3月，国内领先的“基金投资顾问专家系统”正式运行
Mar. 2006, MyFP developed the leading Fund Investment Advisory System(FIAS).
自主开发最早的公募基金研究体系，实时对基金进行全面评价
FIAS provides a comprehensive real time fund analysis for financial advisors.
快速响应投资者个性化投资需求
FIAS could response investors’ personal requirements timely.
2008年 5月，在国内率先推出“阳光私募评级体系”
May. 2008, MyFP released the first Private Equity Rating System
专业研究体系，评价阳光私募基金，私募股权产品进入产品池
Private equity was introduced into MyFP’s portfolio.
创办系列“私募高峰论坛”，搭建沟通平台
Founded the Summit of Private Equity.
2009年 5月， 布局分支机构，服务高净值客户近万人
May. 2009, sat up branches in china, serves more than 10,000 clients
2011年7月 展恒理财首轮融资获得美国优点资本注资
July,2011 MyFP has finished the A series financing with VantagePoint Venture Partners.
公司风控能力更加完善
more perfect ability to the risk management
研究水平不断加强，服务质量大幅提升
Continuously strengthen research level and improved service quality
2012年5月 获得基金代销牌照
got Fund distribution qualifications
展恒8年 因为专业
MyFP’s Eight Years, Because of Professionalism
严格风险管理 合理资产配置
Strict Risk Management Reasonable Asset Allocation
用心打理客户的每一份资产是展恒的使命！
展恒理财坚信，合理的资产配置是赢得财富增值的关键。据统计决定投资绩效的因素中，资产配置占比91.5%，投资产品的选择占比4.6%，市场时机占比1.8%，其它因素占比2.1%。有指导得对个人金融资产进行合理的配置，让您对预期收益不再忐忑。
展恒精良的研究团队、专业的理财顾问，健全的管理系统，将先进的资产配置理念运用于客户的财富管理，陪伴客户逐步登上财富金字塔。
Take care of every customer’s asset is MyFP’s mission!
MyFP believes that reasonable asset allocation is the key to increase your wealth. According to statistics, asset allocation accounts for 91.5% among the factors which determine investment performance, while investment products selection accounts for 4.6%, market timing accounts for 1.8%, and others account for 2.1%. Thus professional guidance of reasonable personal assets allocation will eliminate your concerns for expected benefits.
With excellent research team, professional financial consultants, and sound management system, MyFP applies the advanced concept of asset allocation to the clients’ wealth management, and accompany our clients to the peak of wealth pyramid.
稳健的资产配置策略
Prudent asset allocation strategy
展恒以稳健的资产配置策略为原则，本着合理资产配置，精挑投资产品的服务理念，为客户提供阳光私募、公募基金、固定收益信托、私募股权基金、券商集合、对冲基金等投资组合方案。
2010年，上证指数下跌14.32%，展恒在投资组合方案中推荐的阳光私募平均收益逆市上涨21.8%，推荐的公募组合收益也达到7.8%。
2009年，上证指数上涨72.04%，展恒在投资组合方案中推荐的阳光私募平均收益达到108%，推荐的公募组合收益也达到114.5%。
Adopting prudent asset allocation strategy and adhering to the concept of reasonable asset allocation and fine selection of investment products, MyFP provides our clients with various investment portfolio including sun private funds, public funds, fixed income trusts, private equity funds brokerage collection, hedge funds.
In 2010, when the Shanghai Composite index fell 14.32%, the average revenue of private equity recommended by MyFP rose 21.8% against the market trend; the recommended public funds also won a 7.8% return.
精良的研究团队
Excellent research team
展恒具备一支研究实力强大、积极自主创新、实战经验丰富的产品研究团队，研究员均拥有名牌大学金融类专业硕士以上学历。展恒理财研究部成立以来，创造性得推出了“展恒基金五星评级”，开发了处于国内领先水平的“展恒基金投资专家系统”，系统自推出以来，已经为近10000名投资者进行过基金诊断，为投资者分析所持有的基金的优劣，并合理指导投资者进行操作。除了基于数据的定量研究，研究团队持续跟踪国内外市场动态，积极收集多方面信息，对每只基金的历史业绩、投资风格、管理水平进行客观评价，结合定量研究结果，撰写投资策略报告，为理财顾问团队提供决策支持。
MyFP owns a powerful products research team with strong research ability, actively innovation capability and rich practical experience. All of the researchers have financial master degree from prestigious university. After founded, MyFP’s research team creatively launched the MyFP Five-star Rating System, and developed a leading MyFP Investment Expert System. Since its introduction, the system has conducted diagnosis for over 10,000 investors to analyze the pros and cons of the Funds and provide rational operation guidance for investors. Other than quantitative study based on data analysis, the research team also track domestic and international markets trends, and actively collect information from various sources, to evaluate each funds’ historical performance, investment style and level of management. Combined with quantitative research result, the team composes investment strategy reports to provide decision support for the financial advisor team.