4月10日周五晚19:00,将邀请中金公司杭州营业部负责人吴小平先生做《全球宏观经济的分析方法与思路》专题讲座,并对本次招聘岗位做相关情况的介绍,欢迎大家参加!
活动报名:http://mba.zju.edu.cn/mba/eventdetail/16/451
岗位名称:Investment Consultant
招聘部门:财富管理部
工作地点:杭州
简历投递:liuxk@cicc.com.cn
岗位描述
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
应聘要求
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