【2027】Private Wealth Advisor(J19716)

职位描述

1.Developing and maintaining business relationship with high-net-worth individuals, their families, family offices and corporates.

开发并维护高净值个人、家族及企业客户。

2.Deeply understanding customers' needs, providing customers with professional asset allocation suggestions, continuously providing excellent post investment services and establishing long-term service relationship.

深度了解客户需求，为客户提供专业的资产配置建议并能够持续提供完善的投后服务，建立长远的服务关系。

3.Providing professional investment consulting and advisory services to potential customers to promote product sales and transaction.

为潜在客户提供专业的投资咨询与顾问服务，促成产品销售及交易达成。

4.Making full use of CICC's unique resources to meet customers' diversified financial needs.

充分利用中金公司的独特资源，满足客户多元化的金融需求。

任职要求

1.Upright, humble, diligent with high moral values.

诚信正直、低调谦逊、艰苦奋斗，具备良好的道德品质。

2.Master degree or above, major in Finance, Economics, Finance or related，MBA graduates from universities at home and abroad are preferred.

硕士研究生及以上学历，金融、经济等相关专业，MBA毕业生优先。

3.Steady financial professional ability, strong interest in wealth management industry, and general understanding of various financial market products.

具有扎实的金融专业能力，对财富管理行业有浓厚兴趣，对各类金融市场产品有一定了解。

4.Excellent communication skills and learning ability, able to work under pressure.

具有较强的沟通表达能力、学习能力和抗压能力。

5.Internship experience in banking, security is preferred.

在银行、券商等行业有相关实习经验者优先。