本帖最后由 huijie2012 于 1-4-2019 17:38 编辑
公司目前正在寻找专业性的金融理财师…。 工作内容包括： - 通過為客戶提供財務規劃，保險和投資服務來實現公司的願景
- 評估客戶的整體財務狀況，並了解他們制定適當財務計劃的需求
- 與支持人員一起建立客戶記錄並更新其文件
- 與客戶保持持續的關係，讓他們及時了解影響其財務狀況的任何變化
- 擔任保險提供者和其他金融專業人士的聯絡員
要求： - 金融，會計或相關領域的學士學位
- 3年以上財務規劃經驗
- 具有分析市場財務數據和提供充分財務建議的強大能力
- 出色的溝通，演講和談判技巧
- 熟練掌握Microsoft Office和會計軟件
薪水面议。
Company is looking for Financial Planner that under following; Responsibilities：- Execute the vision of the company by providing financial planning, insurance and investment services to clients
- Assess client’s overall financial picture, and understand their needs to devise an appropriate financial plan
- Work with support staff to establish client records and update their files
- Maintain ongoing relationships with clients, keeping them updated about any changes affecting their finances
- Act as liaison to insurance providers and other financial professionals
Requirement：- Bachelor’s Degree in Finance, Accounting or related field
- 3+ years’ experience in a financial planning role
- Strong ability to analyze market’s financial data and provide adequate financial advice
- Exceptional communication, presentation and negotiation skills
- Proficiency with Microsoft Office and accounting software
Benefits are Negotiable.
License No.: 17C5887 Ea No.:R1657324
| 
IP卡
狗仔卡
提升卡
沉默卡
喧嚣卡
变色卡
显身卡
