Investment Consultant (职位编号:RTDA-F1805R)
公司行业:
公司类型:
公司规模:

职位类别:金融/银行/保险/证券/投资
工作地点:北京 发布日期:2009-04-10
工作经验:1-3年 最低学历:硕士
管理经验: 工作性质:全职
招聘人数:若干

职位描述/要求:

Job Description:

 

This position is responsible for development of business relationship with high-net-worth individuals and families. Understand client needs and requirements, identifies investment opportunities and provides financial advice to clients. The job duties associated with this role may be expected to include but not limited to:

 

·           Developing and maintaining business relationship with high-net-worth individual clients.

·           Providing financial advise to high-net-worth clients and their families

·           Presenting research services and advising clients on investment opportunities.

·           Provide trading and execution services for clients, including equities, fixed income and mutual funds

·           Working in a highly dedicated and professional team environment

 

Knowledge

·           Thorough understanding of Sales & Trading business

·           Profound knowledge of the domestic and international capital markets and the firm’s products and services.

·           Understanding the client’s investment need and orientation

 

Skills and Abilities

·           Customer-oriented mentality

·           Passionate for the sales job and the financial market

·           Effective communicator

·           Excellent interpersonal skills, integrating tact and diplomacy

·           Strong self-starter, self-confident & energetic

 

Qualifications

Ÿ           Solid sales related experience in multinational companies, preferably having involved in securities sales.

Ÿ           Master degree in relevant majors, preferably an MBA from renowned universities.

 

联系方式:

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