Senior Financial Planner
深圳市盛世传承家族咨询有限公司
- 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 医疗/护理/卫生
职位信息
- 发布日期:2017-05-25
- 工作地点:深圳-罗湖区
- 招聘人数:5人
- 学历要求:专业培训
- 职位月薪:10000-14999/月
- 职位类别:金融产品销售 理财顾问/财务规划师
职位描述
职位描述:
Job responsibilities:
1. for family customers both inside and outside of the Office of financial analysis, taxplanning, investment and financing services to provide financial analysis and advice;
2. the customer is responsible for the development, maintenance and managementof high net worth individuals and institutional clients, asset allocation and other financial services for high net worth customers;
3. by introducing various types of fixed income, equity, hedge funds, private placement, cash management fund, trust, information management and equity investments and other financial products to help clients achieve financial goals;
4. through the Organization of financial salon products and activities such as lectures, high_end customer needs, enhance customer loyalty;
5. full use of company resources, responsible for the development and maintenanceof high net worth clients, provides comprehensive wealth management services.
Requirements:
1. There are certain high_end clients and high net worth customer service experience (minimum 2 years)
2. Bachelor degree, major in finance, economics, financial priority, exceptionally talented senior people can be relaxed to tertiary education;
3. a financial institution personal finance products for more than 2 years sales experience or have experience in high-end real estate, sales of high-end clubs;
4. the well_known banks, brokerages, insurance companies, and at least 1 years experience in similar position in the same industry is preferred;
5. have the following experience: private jets, yachts, Club senior, high_end villas, luxury cars, large projects, Executive courses and other sales, executives, self_employedpersons are preferred;
6. be familiar with marketing and management skills in the financial sector, with good coordination and communication skills and good interpersonal skills;
7. excellent team spirit, ability to take complete responsibility, with our own business venture business spirit.
Treatment and development:
1. high income, high as a percentage, dealing with high_end customer base, expanding contacts;
2. promotion
3. professional training and learning opportunities for financial products;
4. base 100 building offices in Shenzhen Beijing, company benefits generous;
5. more than 120,000 annual salary plus generous commissions and multiple income benefits, challenging million;
6. Office hours Monday to Friday
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Job responsibilities:
1. for family customers both inside and outside of the Office of financial analysis, taxplanning, investment and financing services to provide financial analysis and advice;
2. the customer is responsible for the development, maintenance and managementof high net worth individuals and institutional clients, asset allocation and other financial services for high net worth customers;
3. by introducing various types of fixed income, equity, hedge funds, private placement, cash management fund, trust, information management and equity investments and other financial products to help clients achieve financial goals;
4. through the Organization of financial salon products and activities such as lectures, high_end customer needs, enhance customer loyalty;
5. full use of company resources, responsible for the development and maintenanceof high net worth clients, provides comprehensive wealth management services.
Requirements:
1. There are certain high_end clients and high net worth customer service experience (minimum 2 years)
2. Bachelor degree, major in finance, economics, financial priority, exceptionally talented senior people can be relaxed to tertiary education;
3. a financial institution personal finance products for more than 2 years sales experience or have experience in high-end real estate, sales of high-end clubs;
4. the well_known banks, brokerages, insurance companies, and at least 1 years experience in similar position in the same industry is preferred;
5. have the following experience: private jets, yachts, Club senior, high_end villas, luxury cars, large projects, Executive courses and other sales, executives, self_employedpersons are preferred;
6. be familiar with marketing and management skills in the financial sector, with good coordination and communication skills and good interpersonal skills;
7. excellent team spirit, ability to take complete responsibility, with our own business venture business spirit.
Treatment and development:
1. high income, high as a percentage, dealing with high_end customer base, expanding contacts;
2. promotion
3. professional training and learning opportunities for financial products;
4. base 100 building offices in Shenzhen Beijing, company benefits generous;
5. more than 120,000 annual salary plus generous commissions and multiple income benefits, challenging million;
6. Office hours Monday to Friday
职能类别: 金融产品销售 理财顾问/财务规划师
公司介绍
盛世传承家族咨询办公司
中国现在有300万家企业,过去几十年累积了大量财富后,但现在却苦恼于「传承」这个范畴。
我司正正是为华人家族企业提供全面及深入的专业意见,及协助华人家族企业世代相传。
盛世传承家族辧公室提供一系列有关家族企业传承的项目研究及专业顾问服务:
包括:
盛世传承资产管理及家族信托
盛世传承海外物业顾问
盛世传承健康管理中心
我司透过与各大金融机构、私人银行、健康管理中心专业团队、引领大中华做好企业财富的传承,及家庭、理念和知识的代代相传。
中国现在有300万家企业,过去几十年累积了大量财富后,但现在却苦恼于「传承」这个范畴。
我司正正是为华人家族企业提供全面及深入的专业意见,及协助华人家族企业世代相传。
盛世传承家族辧公室提供一系列有关家族企业传承的项目研究及专业顾问服务:
包括:
盛世传承资产管理及家族信托
盛世传承海外物业顾问
盛世传承健康管理中心
我司透过与各大金融机构、私人银行、健康管理中心专业团队、引领大中华做好企业财富的传承,及家庭、理念和知识的代代相传。
联系方式
- 公司地址:上班地址:金田路卓越世纪中心3306