Financial Planner/金融理财师

huijie2012

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.

Please send the resume to : [email protected]

License No.: 17C5887

Ea No.:R1657324

huijie2012

顶帖！！！

huijie2012

顶帖！！！

huijie2012

顶帖！！！

huijie2012

顶帖！！！