직업 종류: 全職
봉급: 月薪40,000元
작업 내용
Content
金融商品輔導銷售顧問(FC)需要能及時且清楚地傳達投資市場趨勢策略,並能善用基本面、技術面及公司研究資源研判投資趨勢,摘要撰寫評估報告。高度了解各種金融產品特色,能與金融商品投資顧問及分公司業務人員進行合作,了解客戶風險適合度進行客製化的投資建議達成業務目標。
1.協助金融商品投資顧問及分公司業務人員開發業務,進行陪訪或舉辦小型說明會進行產品銷售;
2.金融商品教育訓練及銷售演練,並且跟進金融市場趨勢,提供報告及跨資產的投資建議;
3.對轄下分公司的投資部位及業務目標進行管理追蹤;
4.執行債券詢價報價與結構型產品標的配置與交易;
5.能進行跨部門緊密的團隊合作與產品部門一同打造客製化的服務,達成專業、一站式的理財體驗,滿足客戶海內外的投資需求;
6.具有前瞻思考能力提供差異化服務,提升國泰證券競爭力。
Salary Range: Negotiable(Regular salary is 40,000 and above.)
Type: Full-time
Expatriation: Business trip/expatriation not required
Work hour: Day shift
Location: Tainan City Zhongxi District
Leave system: Two-day weekend
Required number of employee: 1 ~ 1 person(s)
Requirements
Work experience: More than 3 year (s)
Experience: No restriction
Required education level: No restriction
Required program: No restriction
Required language ability: No restriction
Knowledge: No restriction
License: No restriction
Other requirements: 需具證券商業務員、期貨商業務員證照
마감 시간: 20-12-2024
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작업 보고
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