锦鲤求职

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Investment Sales, Private Wealth Management

锦鲤会替你打开官网网申、按简历自动填表提交,你只需要在关键步骤确认。

岗位描述

工作内容
1. Maintain existing client base and develop new business opportunities focusing on various investment products, including equities, derivatives, mutual funds and other structured products;
2. Broaden client base and investment product varieties;
3. Provide professional services and recommendations on investment and trading;
4. Roadshow our wealth management platform and value propositions;
5. Generate revenue from client investment activities.

任职条件
1. Bachelor Degree in Finance or Business Administration, or related disciplines;
2. At least 6 years of relevant experience in banking or other financial institutions is required (candidates with less experience also considered);
3. Good knowledge of wealth management products and SFC licence required;
4. Excellent written and spoken proficiency in both Chinese (Mandarin and Cantonese) and English;
5. Able to work well with others as a team.

金融销售方向的申请准备

先核对岗位要求与自己的经历,再准备档案、投递和面试。

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