环球投资理财顾问
深圳市高林投资咨询有限公司
- 公司规模:50-150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:2019-02-18
- 工作地点:深圳-福田区
- 招聘人数:4人
- 工作经验:无工作经验
- 学历要求:本科
- 职位月薪:1-1.5万/月
- 职位类别:投资/理财顾问 金融产品经理
职位描述
职位描述:
岗位职责Job description::
1, 通过多种模式、渠道和市场活动等形式,开发潜在有效的客户,分析客户的理财需求,提供全方位的财富咨询和理财服务,帮助客户制定资产配置方案并提供理财建议;through various modes and channels and marketing activities, develop potential customers. Analysis the financial needs of customers, provide a full range of wealth advisory and financial services, to help customers make asset allocation scheme and provide financial advice;
2, 及时收集并处理客户的反馈意见,维护客户关系,不断为客户提优质的金融服务;
to collect and handle customer feedback, customer relationship maintenance, continue to provide customers with high-quality financial services;
3,及时收集并处理客户的反馈意见,维护客户关系,不断为客户提优质的金融服务; responsible for the company's brand and financial products to carry out the full promotion, promotion, marketing.
4,完成团队及个人季度和年度的指标和任务。
the completion of the team and individual quarter and annual targets and tasks.
任职资格Qualification:
1、金融类、统计类专业毕业,经济类专业为佳;
Major in Finance, Statistics and major in Economics is preferred;
2、具有一定的金融基础和分析判断能力;丰富的投资行业分析经验;
Have financial foundation and a certain ability to the analysis judgment; Rich experience in the investment industry analysis;
3、对市场有较深刻的认识和准确的判断能力;
Have a profound understanding to the market and accurate judgment;
4、具备一定的投资经验及理财类相关领域经验或知识;
Have a certain investment experience and finance related field experience or knowledge;
5、具备良好的逻辑思维能力、沟通能力、文字功底和语言表达能力;
Have good logical thinking, communication skills, writing ability, and language ability;
6、具有良好的敬业精神、创新意识和团队合作精神;
Have the sound professional spirit, innovative consciousness and team cooperation spirit;
7、五官端正,形象优良;品行良好,踏实做事,没有不良从业经历;
Well-featured, good image; sound character, moral, practical, no bad work experience;
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岗位职责Job description::
1, 通过多种模式、渠道和市场活动等形式,开发潜在有效的客户,分析客户的理财需求,提供全方位的财富咨询和理财服务,帮助客户制定资产配置方案并提供理财建议;through various modes and channels and marketing activities, develop potential customers. Analysis the financial needs of customers, provide a full range of wealth advisory and financial services, to help customers make asset allocation scheme and provide financial advice;
2, 及时收集并处理客户的反馈意见,维护客户关系,不断为客户提优质的金融服务;
to collect and handle customer feedback, customer relationship maintenance, continue to provide customers with high-quality financial services;
3,及时收集并处理客户的反馈意见,维护客户关系,不断为客户提优质的金融服务; responsible for the company's brand and financial products to carry out the full promotion, promotion, marketing.
4,完成团队及个人季度和年度的指标和任务。
the completion of the team and individual quarter and annual targets and tasks.
任职资格Qualification:
1、金融类、统计类专业毕业,经济类专业为佳;
Major in Finance, Statistics and major in Economics is preferred;
2、具有一定的金融基础和分析判断能力;丰富的投资行业分析经验;
Have financial foundation and a certain ability to the analysis judgment; Rich experience in the investment industry analysis;
3、对市场有较深刻的认识和准确的判断能力;
Have a profound understanding to the market and accurate judgment;
4、具备一定的投资经验及理财类相关领域经验或知识;
Have a certain investment experience and finance related field experience or knowledge;
5、具备良好的逻辑思维能力、沟通能力、文字功底和语言表达能力;
Have good logical thinking, communication skills, writing ability, and language ability;
6、具有良好的敬业精神、创新意识和团队合作精神;
Have the sound professional spirit, innovative consciousness and team cooperation spirit;
7、五官端正,形象优良;品行良好,踏实做事,没有不良从业经历;
Well-featured, good image; sound character, moral, practical, no bad work experience;
职能类别: 投资/理财顾问 金融产品经理
关键字: 金融 基金 债券 保险 投资 销售
公司介绍
深圳市高林投资咨询有限公司,是一家以传递先进的理财理念,捕捉全球投资热点,配置海内外优秀金融产品为核心,致力为客户打造一个「视野国际化」、「品种多样化」、「服务专业化」和「操作精细化」的资产规划方案。
全球理财专家团队
我司拥有多位海内外资深的金融投资理财专家,并与全球最顶尖的银行、基金、保险公司、信托机构建立了广泛而深入的合作。我们透过海内外先进的金融平台,为客户提供各项优质专业的理财策划服务,包括环球保险、遗产信托、投资移民、个人税务规划、海外房产、股权投资等金融服务。
终身私人定制理财服务
我司秉承中立、客观、专业、诚信和勤奋的态度,以客户的利益为导向,准确评估其自身及家庭的财务状况和需求,为客户设计高质量并且契合需求的理财规划,助其轻松实现财富保值、增值和财富自由等理财目标。我们承诺,以“财富管家”的身份,为客户提供一站式终身服务。
全球理财专家团队
我司拥有多位海内外资深的金融投资理财专家,并与全球最顶尖的银行、基金、保险公司、信托机构建立了广泛而深入的合作。我们透过海内外先进的金融平台,为客户提供各项优质专业的理财策划服务,包括环球保险、遗产信托、投资移民、个人税务规划、海外房产、股权投资等金融服务。
终身私人定制理财服务
我司秉承中立、客观、专业、诚信和勤奋的态度,以客户的利益为导向,准确评估其自身及家庭的财务状况和需求,为客户设计高质量并且契合需求的理财规划,助其轻松实现财富保值、增值和财富自由等理财目标。我们承诺,以“财富管家”的身份,为客户提供一站式终身服务。