Post duties:
1. Provide overseas financial advice via Stock\Fund trading,Insurance Plan, Bonds,Property,Family Trust. And also with Tax Planning,Liability Planning,Immigration Planning etc.
2. Seek new clients and well communicate with them.
3. Fact finding on the financial background of clients and provide financial need analysis.
4. Build wealth management proposal for the clients.
5. Assist in building relationship with business partner; Assist in training and monitoring business partner. Provide financial advice to their clients.
Post requirements:
1. Bachelor's degree or above(Flexible to candidate with excellent background ).
2. Overseas experience or majored in finance, economics, accounting and other related fields is preferred.
3. Over 2 years working experience on financial advising or wealth management or related industry (Flexible to candidate with excellent background).
4. Having client resources is preferred.
4. Passionate,Responsible,eager to learn.
5. Holding AFP\CFP\CFA\FRM or other related financial certificate is preferred.
Excellent remuneration package:
1. Base salary + performance commission + 5 kinds of Insurance and Housing Funds, work more earn more.
2. 5 working days per week, impressive annual leave, comfortable working environment and flexible working hours.
3. All kinds of cash incentive, annual leave incentive, yearly travel incentive.
4. Systematic training on financial knowledge, financial markets, all kinds of products, sales skill etc.
5. Training includes fast start training, weekly regular training, career path planning, and recruiter 1-on-1 training.
Expected income: Over 150k for the first year.
Address: Room 9, Floor 10, Block 4, Tianfu International Financial Center, 966 North-section of Tianfu Avenue, High-tech Zone, Chengdu, Sichuan, China.
职能类别: 投资/理财顾问
关键字: 境外理财
联系方式
上班地址:天府国际金融中心4号楼1009
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