Investment Counselor投资顾问专员

接受上海、北京几家大型金融机构委托诚聘金融高端人才: Investment Counselor(Finance)投资顾问专员（金融）


Responsibilities:
1. Promote and advise customers on mutual fund investment based on asset allocation models；
2. Assist customers in assessing their risk preference through systematic profiling process and recommend investment products that meet their needs；
3. Responsible for coaching & motivating branch staff in achieving the branch's mutual fund revenue target；
4. Ensure sales conduct and contact with customers are in strict adherence to the compliance standards set by the bank and the local regulatory bodies；
5. Upgrade and maintain the professionalism in the investment sales area through the provision of internal training and coaching to RMs/PBs.

Requirements：
1. University degree, minimum 3 years of relevant working experience in servicing mutual fund clients and individual accounts.
2. Good working knowledge of mutual fund market.
3. Proactive with good team spirit.
4. Excellent communications & interpersonal skills.
5. Enthusiasm in achieving goals.
6. Good command of English & Mandarin.
7. High Integrity.

The Wall Street professionals priority.

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发布时间：

2010-07-28

来源网站：

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