Wealth Management Trainee
深圳富国瑞信咨询有限公司
- 公司规模:50-150人
- 公司性质:民营公司
- 公司行业:专业服务(咨询、人力资源、财会)
职位信息
- 发布日期:2016-09-05
- 工作地点:深圳-福田区
- 招聘人数:若干人
- 工作经验:应届毕业生经验
- 学历要求:大专
- 职位月薪:6000-7999/月
- 职位类别:投资/基金项目经理
职位描述
职位描述:
Wealth Management Trainee
The Wealth Management Trainee position offers a comprehensive foundation on which to build a successful wealth management, investment planning and risk management. The position offers the opportunity to gain experience in business development, customer relationship, direct sales and marketing, operations administration, market research and product analysis. The successful candidates will be part of the management team in their careers.
Responsibilities
1. Providing professional advice for clients on wealth management, securities and futures.
2. Presenting investment advices and market outlook to clients
3. Review clients' investment portfolios regularly to determine in any changes
4. Develop future business opportunity by maintaining good relationship with clients
Requirements
1. Degree holder, or above, with business or finance disciplines is preferred. Open to fresh graduates;
2. Candidates with overseas working/studying experience is an advantage;
3. Passion to consultancy/financial service jobs. Discreet and independent challenge-taker. Enjoys achievement, personal growth and rapid changing environment;
4. Good presentation skill and language ability (in both Mandarin and English, knowledge in Cantonese will be an advantage);
5. A team player with ability to work under pressure
【Remuneration and Benefits】
1. High commission+ bonus
2. Systematic training provided to new comers, ranging from markets, company and products, to presentational skills and interpersonal skills.
3. Young and vibrant team culture. Various incentives provided to employees such as domestic and overseas travel opportunities.
4. Broad platform with clear and aggressive career path for young professionals.
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Wealth Management Trainee
The Wealth Management Trainee position offers a comprehensive foundation on which to build a successful wealth management, investment planning and risk management. The position offers the opportunity to gain experience in business development, customer relationship, direct sales and marketing, operations administration, market research and product analysis. The successful candidates will be part of the management team in their careers.
Responsibilities
1. Providing professional advice for clients on wealth management, securities and futures.
2. Presenting investment advices and market outlook to clients
3. Review clients' investment portfolios regularly to determine in any changes
4. Develop future business opportunity by maintaining good relationship with clients
Requirements
1. Degree holder, or above, with business or finance disciplines is preferred. Open to fresh graduates;
2. Candidates with overseas working/studying experience is an advantage;
3. Passion to consultancy/financial service jobs. Discreet and independent challenge-taker. Enjoys achievement, personal growth and rapid changing environment;
4. Good presentation skill and language ability (in both Mandarin and English, knowledge in Cantonese will be an advantage);
5. A team player with ability to work under pressure
【Remuneration and Benefits】
1. High commission+ bonus
2. Systematic training provided to new comers, ranging from markets, company and products, to presentational skills and interpersonal skills.
3. Young and vibrant team culture. Various incentives provided to employees such as domestic and overseas travel opportunities.
4. Broad platform with clear and aggressive career path for young professionals.
职能类别: 投资/基金项目经理
公司介绍
富国瑞信咨询有限公司是业内领先的财务管理及财富管理咨询集团,是一家专业化、国际化、综合性的咨询顾问公司。我们立足香港和深圳,服务于全球华人客户,与全球顶尖企业及金融机构等有着广泛深入的合作关系。富国瑞信以“富国邦民,瑞玉德信”为价值理念,为客户提供全球优质的财富咨询服务。
我们的业务范围包含理财规划,教育规划,养老计划,环球投资,家族信托传承,保险服务,资产管理,证券及期货交易,风险管理,投资移民,海外房产等全方位金融服务!公司团队拥有60%海归,双学位优才,90%的八零后IFA团队。没有心塞的办公室政治,只有用实力证明自己,没有迂腐的条条框框,只有务实的高效和专业!期待你的加入!
我们的业务范围包含理财规划,教育规划,养老计划,环球投资,家族信托传承,保险服务,资产管理,证券及期货交易,风险管理,投资移民,海外房产等全方位金融服务!公司团队拥有60%海归,双学位优才,90%的八零后IFA团队。没有心塞的办公室政治,只有用实力证明自己,没有迂腐的条条框框,只有务实的高效和专业!期待你的加入!
联系方式
- 公司地址:上班地址:卓越世纪中心