Wealth Advisor
Modern Humanities Culture Development Co., LtdBeijingUpdate time: May 7
Job Description
Chinese can be used as the working language. Recruitment for ICBC-AXA, a joint venture between Industrial and Commercial Bank of China and AXA France.

Establishment and maintenance of customer relationships:As a social expert, wealth advisors need to have excellent interpersonal skills to establish trust relationships with customers and understand their financial situation and needs.

Financial planning and consulting:Provide professional financial planning services for customers, including but not limited to investment planning, retirement planning, and estate planning.

Product recommendation and sales:Based on the financial goals and risk preferences of customers, recommend suitable financial products, including insurance.

Risk quantification and management:Learn the ability of risk quantification to help customers identify, assess and manage investment risks and formulate risk control strategies.

Continuous education and learning:Wealth advisors need to have a strong willingness and ability to learn, constantly update their professional knowledge, including knowledge of financial products, changes in tax laws, economic policies, etc.
中文可作为工作语言 为工银安盛招聘 中国工商银行与法国安盛合资企业。

客户关系建立与维护:
作为社交高手,财富顾问需要具备出色的人际交往能力,能够与客户建立信任关系,了解客户的财务状况和需求。

财务规划与咨询:
为客户提供专业的财务规划服务,包括但不限于投资规划、退休规划、遗产规划等。

产品推荐与销售:
根据客户的财务目标和风险偏好,推荐合适的金融产品,包括保险.
风险量化与管理:
学会风险量化能力,帮助客户识别、评估和管理投资风险,制定风险控制策略。

持续教育与学习:
财富顾问需要具备强烈的学习意愿和能力,不断更新自己的专业知识,包括金融产品知识、税法变化、经济政策等。

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