Wealth Manager職位描述:
Responsibilities:
1 Develop,maintain, follow-up individual and institutional clients with investible assets of 100 million yuan;
2. Promote the sale of Trust, PE, private equity, and other types of financial products;
3 Organize salon and lectures, and other types of activities to develop customers.
4 Help customers to develop financial planning, asset allocation programs, as well as financial products investment advice.
Requirements:
1 Finance, economy, marketing Bachelor degree;
2. Need related wealth management internship in trust, banking or other financial services ;
3 Good interpersonal and presentation skills;
4 Have passion for sales, able to withstand the pressure;
5. Related qualifications preferred.
Responsibilities:
1 Develop,maintain, follow-up individual and institutional clients with investible assets of 100 million yuan;
2. Promote the sale of Trust, PE, private equity, and other types of financial products;
3 Organize salon and lectures, and other types of activities to develop customers.
4 Help customers to develop financial planning, asset allocation programs, as well as financial products investment advice.
Requirements:
1 Finance, economy, marketing Bachelor degree;
2. Need related wealth management internship in trust, banking or other financial services ;
3 Good interpersonal and presentation skills;
4 Have passion for sales, able to withstand the pressure;
5. Related qualifications preferred.