Portfolio Consultant
- Employer
- CreditEase
- Location
- Shanghai, China
- Salary
- 10k+commission+bonus
- Closing date
- Jun 13, 2019
View more
- Job Function
- Accounting/Audit/Tax
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Job description:
Major Requirements:
Our Benefits:
- Knowing client and providing customized service regarding to client's portfolio.
- Providing instant market information, such as domestic economy environments, overseas investment and tax planning.
- Inviting important client attend big events which also joined by IDG, Amundi and Tishman.
- Providing asset allocation service base on client's keen needs.
- Providing post investment report to client constantly.
Major Requirements:
- Above bachelor degree plus 5 years working experience.
- Long term career planning in wealth management industry.
- Know your own strengths and use them to highlight work.
- Set a goal to be millionaire and have high prospect on your life.
- Love life, love work, love sharing.
Our Benefits:
- 5-10 days annual leave plus 14 days spring festival holiday.
- Accompany clients to extremely luxury tour, such as Buffett shareholders' meeting, British aristocracy visit, Israel innovation tour.
- Access to IDG, Amundi, Tishman, Morgan Stanley and so on international investment groups.
- Be part of new economy, along with clients to be the shareholder of future leading company.
- AFP/CFA and all financial related certificates' register fee can be fully refund.
- Well designed career path, within one year can be promoted to a manager.
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