Investment Counselor投资顾问专员

上海容环人才服务有限公司 (工作地点:上海)

学历要求:本科以上 | 职位类型:全职 | 公司规模:1-49人

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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