上海招聘

投资分析助理（Investment Analysis Assistant）是在公司分析团队的帮助下为高端客户进行理财规划的专业投资分析人员，是高端客户的“私人理财顾问”是客户的“理财规划师”。高端客户理财专员以客户的利益为出发点，帮助客户进行产品选择，产品组合和资产配置，达到帮客户“资产增值”和回避风险的目的。
高端客户理财专员需要具备丰富的金融理财实践经验，具备投资理财实际操作能力，必须在为客户理财的过程中，为客户创造价值，也就是必须具备帮助客户“盈利”的能力，要具备良好的职业道德，掌握风险控制方式， 具有良好的实际操作记录以及客户的沟通能力， 建立以客户利益为核心的金融服务模式，把理财产品打造成一个“金融百货店”，应从众多的金融产品中为客户选择或组合最适合他们的金融产品，使客户的资产不断的增值！

工作职责：
1、服务于公司VIP客户及港澳地区高价值个人客户，为高价值个人客户提供全方面金融理财服务；
2、通过与客户沟通，了解客户在资产组合方面存在的问题以及理财方面的需求；
3、根据客户的资产规模、生活目标、预期收益目标和风险承受能力进行需求分析，出具专业的理财计划方案，推荐合适的理财产品；
4、通过调整股票、债券、基金、外汇、黄金等各种金融产品的理财产品比重达到资产的合理配置，使客户的资产在安全、稳健的基础上保值升值；
5、协助客户开设帐户及一系列后期技术分析维护服务，了解黄金、股票、外汇等投资理财知识，有客户资源者优先
6、定期与客户联系，报告理财产品的收益情况，向客户介绍新的金融服务、理财产品及金融市场动向，维护良好的信任关系；
7. 针对一些有相当文化素养，工作经验，以及心理压力承受能力，具有金融和管理拓展素质的人才，进行专业的培养和实战练习，以便在不久的将来培养成专业的金融理财分析师（CFA）。

岗位要求：
1、23岁以上，金融或经济相关专业，硕士及以上学历（英国、美国及澳大利亚海归优先）
2、具有证券、银行、保险、信托、期货、投资公司（其中之一）工作经历优先，
3、具有扎实的经济、金融、投资等领域的相关理论知识，
4、较好的学习和领悟能力，敏锐快捷的市场反应能力和较强的风险控制意识；
5、善于对宏观经济形势和外汇、黄金市场进行深入分析，为客户提出行业配置以及投资策略建议；
6、具有严密的逻辑思维和分析判断能力，良好的培训和沟通能力；
7、通过公司相应的技能考核。

福利待遇：
1、初期通过面试者，公司将统一安排专业职业技能培训。
2、做五休二、OFFICE作息时间，无特殊情况无需加班
3、签订全日制固定期限劳动合同、五险一金、底薪+奖金+补贴+绩效+团队业绩奖励
4、正式员工享受带薪培训、带薪年假、定期体检，一年一次旅游，年度优秀员工派送香港晋职培训
5、此岗位工作满两年后可申请CFA候选人

所述人员一经录用，公司提供完善的在职培训，并有广阔的个人发展空间。

薪资范围：6001—7999
邮箱：jimmy__gu@sina.com

Job Description:
Investment Analysis (Investment Analysis Assistant) is in the company of teams with the help of financial planning for high-end clients professional investment analysts, the high-end customers, "personal financial adviser" is the customer's "financial planner." Financial Commissioner, high-end customers as a starting point the interests of clients, to help customers in product selection, product mix and asset allocation, to help customers "make money" and the purpose of avoiding risks.
Financial specialists need high-end customers with extensive practical experience in financial planning, investment and financial management with practical skills, financial management must be the process for customers, creating value for customers, that is, must have to help customers "make money" capability, to have a good professional ethics, control risk control, good hands records, and customer communication skills, and establish the interests of customers of financial services as the core model, the wealth management products into a "financial department store" of financial products from many customers choose the most suitable for them or a combination of financial products that enable customers to keep the value of assets!
Responsibilities:
1, VIP customer service in Hong Kong and Macao companies high-value individual customers for high-value customers with all aspects of personal financial planning services;
2, communicate with customers to understand customer problems in portfolio and financial needs;
3, according to the customer's assets, life goals, expected goals and risk tolerance, income needs analysis, issued by the professional financial planning program, recommend suitable financial products;
4, by adjusting the stocks, bonds, funds, foreign exchange, gold and other financial products, financial products, the proportion of the rational allocation of its assets, so that the assets of customers in a safe, preserve and increase the appreciation on the basis of sound;
5, to help customers set up accounts and a range of maintenance services for the late technical analysis to understand the gold, stock and foreign exchange, finance and investment knowledge, customer resources
6, regular contact with customers, reports earnings financial products, to introduce new financial services customers, financial products and financial market trends, maintain good relations of trust;
7. For some considerable cultural awareness, work experience, and ability to withstand the psychological pressure, with finance and management to develop the quality of personnel, professional training and practical exercises to develop in the near future as a professional financial planning analyst (CFA .)
Requirements:
1,25 years of age, financial or economic related field, Master degree or above (UK, USA and Australia returnees preferred)
2, with securities, banking, insurance, trust, futures, investment companies (one of) work experience preferred
3, has a solid economic, financial, investment and other areas related to theoretical knowledge,
4, deep industry and company research capacity, sharp and quick reaction capability and strong market risk control awareness;
5, good macroeconomic situation and foreign exchange, gold-depth market analysis, customer allocation and investment strategy in the industry;
6, with strict logical thinking and analytical ability, good public speaking and communication skills;
7, the corresponding operation by the company assessment.
Benefits:
1. Conditions are met, the company will be arranged professional vocational skills training.
2, for five off the second, OFFICE schedule, no overtime
3 , contract signed, five insurance payments, salary + bonus + allowance + performance + team performance incentives
4 full-time employees enjoy paid training, paid annual leave, regular medical examinations once a year tour, the annual delivery of excellent staff training in Hong Kong headquarters promotion
5. This position after five years of application to the work of the headquarters office in Hong Kong
Persons referred to by hiring a company to provide comprehensive job training, and broad personal development.

    上海隆兴投资管理有限公司成立于2005年，坐落于上海金融中心陆家嘴和风景优美的上海嘉定南翔出口加工区，毗邻上海通用、贝尔 、西门子等世界500强企业，交通方便，人杰地灵。公司目前主营业务为化妆品生产加工，于2012年开始进军金融领域，公司坚持以市场作导向、以人才为核心、以质量求生存、以管理抓效益的发展方针，将上海隆兴发展成为具有国际竞争力的大规模、高专业实体产业公司。公司目前共下设2000平方米生产基、投资分析中心、技术培训中心三个公司分部，员工规模100-150人，海外回国人才比例超过了25%，是近几年行业成长速度最大的新星之一。
    2012年1月上海隆兴投资管理有限公司和英国CBL金融集团（uk）达成合作协议，共同出资成立投资分析中心和技术培训中心，并邀请原汇丰、渣打等外资银行资深管理人员负责团队营运，致力于打造专业的本土化国际性人才。同年6月，上海隆兴投资管理有限公司和MI国际金融集团强强联手，引进世界先进的华尔街数据分析系统、技术分析软件，依托专业化的国际金融服务优势，立足上海陆家嘴金融中心，不断开拓金融衍生产品市场，为早日成为金融和实业双规制发展集团不懈努力。