Oversea Student - Investment Consultant (CFA /CFP) (职位编号：01)
海棠投资理财顾问公司
- 公司规模：1000-5000人
- 公司性质：上市公司
- 公司行业：金融/投资/证券
职位信息
- 发布日期：2017-03-27
- 工作地点：深圳-福田区
- 招聘人数：12人
- 工作经验：3-4年经验
- 学历要求：本科
- 职位月薪：40-50万/年
- 职位类别：个人业务部门经理/主管 银行客户总监
职位描述
职位描述：
Investment Consultant
1. Attractive commission and allowance.
2. Competitive brokerage on self-trading account.
3. We offer various channel and network which help broker to explore new business.
4. Wide range of financial products (Equity, Fixed Income and Unit Trust).
5. License application fee waived.
Responsibilities
1. Provide Discretionary Portfolio Management Services
2. Manage Corporate Finance
3. Research on International Property
4. Study on Oversea Insurance
5. Solicit new accounts to explore new business opportunities.
6. Cultivate and maintain good relationship with clients to expand client base.
7. Provide securities services to business partner and customers including account opening and securities orders execution (Equity, Fixed Income and Unit Trust).
Requirements
1. Degree Holder (Oversea only)
2. English is a MUST
3. Holder of CFA CFP AFP CFA is preferred
4. Self-motivated, proactive and business-oriented.
This is an excellent opportunity to join a fast-growing international company with career development prospect. We offer 5 days’ work, attractive remuneration package and comprehensive fringe benefits to the right candidate.
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Investment Consultant
1. Attractive commission and allowance.
2. Competitive brokerage on self-trading account.
3. We offer various channel and network which help broker to explore new business.
4. Wide range of financial products (Equity, Fixed Income and Unit Trust).
5. License application fee waived.
Responsibilities
1. Provide Discretionary Portfolio Management Services
2. Manage Corporate Finance
3. Research on International Property
4. Study on Oversea Insurance
5. Solicit new accounts to explore new business opportunities.
6. Cultivate and maintain good relationship with clients to expand client base.
7. Provide securities services to business partner and customers including account opening and securities orders execution (Equity, Fixed Income and Unit Trust).
Requirements
1. Degree Holder (Oversea only)
2. English is a MUST
3. Holder of CFA CFP AFP CFA is preferred
4. Self-motivated, proactive and business-oriented.
This is an excellent opportunity to join a fast-growing international company with career development prospect. We offer 5 days’ work, attractive remuneration package and comprehensive fringe benefits to the right candidate.
职能类别： 个人业务部门经理/主管 银行客户总监
关键字： oversea investment cfa cfp cpa finance financial product trading sales
公司介绍
Welcome to the Convoy family! Having a sizable IFA team in Hong Kong with business expansion in Asia Pacific Region, we are committed to becoming an Asia’s leading financial services provider over the long-term.
To achieve the goal, we take pride in having you as our family members. At Convoy, we nurture your strengths and value your unique perspectives, and in return we expect you to share our passion.
Join us! We believe you’ll find working at Convoy a valuable experience in your career.
To achieve the goal, we take pride in having you as our family members. At Convoy, we nurture your strengths and value your unique perspectives, and in return we expect you to share our passion.
Join us! We believe you’ll find working at Convoy a valuable experience in your career.
联系方式
- Email：candycywong@126.com
- 公司地址：上班地址：华富路1018号中航中心11楼1102