上海招聘

联络中、高端客户，推广环球金融讯息，为他们提供咨询服务、理财建议与投资建议

职位要求：
有关财务、经济、金融或同类专业的学位；
具3年以上的工作经验，曾在金融机构行业工作者优先考虑；
拥有高端客户服务经验，RFP、MDRT等专业资历者优先考虑；
优良的英语程度，能独立查看英语金融资讯；
良好的发展人际关系能力与表达能力。

Requirement:
A degree in finance, economics, accounting or similar disciplines;
Three years' working experience, with priority given to those having worked in financial institutions;
Preference will be given to those with experience serving high-end customer and holders of such qualifications as RFP and MDRT;
Fluency in English; able to use it as a medium for reading financial information;
Good skills in developing human relationship and presentation.

Foreigner excellent.

　　瑞德理财的前身于2005年8月以外商代表处的形式在上海成立。经过四年的努力，瑞德理财已经成为上海有信誉的独立理财顾问服务机构，也是率先在上海推广海外先进的投资理财理念的公司，并建立了广泛的客户关系。代表处于2009年成功在上海注册为理财服务公司。
　　瑞德理财本着以客户的利益为主导，致力为国内引进并推广财富策划及企业理财概念，期望透过我们优秀的人才与经验，为国内居民及企业推广优质的理财规划服务。
　　本公司主要业务是为客户提供客观、专业而优质的个人及企业财务规划和投资管理：包括理财方案、资产管理、风险管理、财富保障、保险计划、教育计划、退休计划、地产投资计划、税务以及遗产安排等。本公司透过与不同的投资理财产品的服务供货商合作，从中筛选和提供高质素的理财产品，配合每个个人和企业客户的需要，协助客户订立明确理财目标，制定长远理财计划。把财富延伸，实现丰盛人生。
　　现诚邀有志之士参加本公司。我们将提供广阔的前景，良好的发展机会。
　　在香港，理财顾问助人助己，备受尊崇，是二十一世纪紧俏人才，本公司涉及的金融产品来自世界各地，而客户也是国际化的，本公司经验丰富的理财师将提供系统的在职指导和培训，因此该工作将开阔您的视野，铸就您秀丽的专业前途。
　　有意申请者请将个人履历用电子邮件寄至：shanghai@wilmontadvisors.com，须注明申请职位。

We are a boutique independent financial advisor providing quality financial planning and investment management services for clients seeking reliable and top-notched advice and services. We are based in Hong Kong and our clients are international. In order to better serve our clients, we have set up an office in Shanghai. We are offering promising career prospects to qualified individuals to take up positions of Financial Planning Consultant. Since we offer world-wide financial products and our clients are international, you will have very good exposure in your career development. In addition, we shall provide on-the-job coaching and training by our experienced financial planners from Hong Kong.
Financial planners have been voted as the best profession among 250 selected Jobs by U. S. Jobs Rated Almanac. This respected profession helps people achieve financial freedom and enjoy quality of life. They are the most sought after valuable human resources in the 21st century.
You are welcome to browse our website：www.wilmontadvisors.com
Interested applicants should submit their applications by email to shanghai@wilmontadvisors.com stating the applied position.