Current location - Trademark Inquiry Complete Network - Futures platform - The wealth consultant of the head office must be engaged in private banking for more than several years.
The wealth consultant of the head office must be engaged in private banking for more than several years.
1. Master's degree or above in finance-related major in well-known universities at home and abroad;

At least 2.5 years working experience in private banking/high-end wealth management;

3. Have good professional quality, rich economic, financial, management and legal knowledge, be familiar with domestic and foreign macro markets and market segments, various financial instruments and wealth management products, and the trading structure of major products in the market, and have certain industry analysis capabilities;

4. Strong customer service marketing and maintenance experience, strong customer demand analysis and scheme formulation skills, good interpersonal communication skills and complex problem solving skills;

5.CFA/CFP/CFB/CIIA/CPA/ sponsors and other professional qualifications are preferred;

6. Have good learning ability, communication and coordination ability and pressure resistance;

7. Pursuit of Excellence, business sensitivity, law-abiding, and strong sense of compliance.