为您找到与资深理财顾问英文相关的共200个结果:
英文简历是使用英文写的简历。英文简历(resume)并无固定不变的单一形式,应聘者完全可以根据个人的具体情况来确定采用何种形式,灵活设计。
Basic information
Name: jianli-sky.
Gender: Male
Education: College
Height: 172 CM
Birthplace: Guizhou Date of birth: 1989
Skills expertise: proficient use of Word. Excel, ppt. Program. There are insurance agents certificate
Career errorobjective
Seeking Position: Health Consultant
Job Location: Bao'an District
Salary: 2500 (negotiable)
Work Experience: Any hillock
Self-evaluation: a strong self-learning ability and adaptability, diligence and optimistic and positive
Direction of development:
Skills expertise ------
Computer Skills: NCRE a foreign language skills: 1. ~ 2 ~
Putonghua proficiency: Cantonese Capacity:
Education Training
Beginning and ending time academic majors Institution Name
2007.09 ~ 2010.06 Guizhou Commercial College Associate investment and finance
Work Experience
Inauguration Company: Alliance positron Co. Industry: Electrical Engineering
Inauguration Date: March 2010 to May 2011 inauguration Department: Production Department
Company: Foreign-owned (European companies) Inaugural Job: Technician
Job Description: Responsible for production work
Work Experience
Inauguration Company: Enterprise Management Consulting Co., Ltd., Chongqing Gordon Guiyang Branch Company Industry: Finance (banks, venture funds)
Inauguration Date: September 2009 to December 2009 inauguration Department: Marketing Department
Company Type: Joint Ventures / Cooperation (Africa, Europe and the United States companies) Inaugural Job: Financial Advisor
Job Description: development of the market.
浏览量:2
下载量:0
时间:
求职信能体现语言的三个纯理功能之一——人际功能。那关于理财顾问的个人简历有哪些呢?下面是读文网小编为你整理的理财顾问求职简历范文,希望你喜欢。
三年以上工作经验|男|26岁(1987年10月16日)
居住地:上海
电话:139********(手机)
E-mail:
最近工作 [ 1年8个月]
公司:XX公司
行业:金融/投资/证券
职位:理财顾问
最高学历
学历:专科
专业:国际金融
学 校:北京联合大学
自我评价
心态开放,善于自我调节,视野开阔,易接受新知识,认识新事物快,拥有较强的学习能力,能吃苦耐劳,思维敏捷跳跃,做事缜密。为人诚实守信,亲和力强,善于组织工作事宜使工作更加高效。拥有丰富的金融和保险业知识,善于与各类人群交际,有丰富的营销经验。
求职意向
到岗时间:一个月之内
工作性质:全职
希望行业:金融/投资/证券
目标地点:北京
期望月薪:面议/月
目标职能:理财顾问
工作经验
2012 /7—至今:XX公司[1年8个月]
所属行业: 金融/投资/证券
销售部 理财顾问
1. 负责银行信用卡新客户的开发工作。
2. 担任项目组小组长,制定本小组的业务销售计划,并激励小组成员保质保量的完成任务。
3. 负责处理小组成员在工作中遇到的各种问题,协助部门经理进行日常的管理工作。
4. 善于收集小组成员在日常工作的相关疑问和问题,与部门经理一起组织定期培训。
2011 /6—2012 /6 :光大银行[1年]
所属行业: 银行
私人部 大堂经理
1. 在光大银行东城支行主要从事银行理财产品销售员的工作,熟悉和了解光大银行所有的银行理财类产品的特点。
2. 每周定期参加光大银行的金融知识培训,对金融市场情况有一定的了解。
教育经历
2007 /9—2011 /6 北京联合大学 国际金融专科
证 书
2009 /6 大学英语四级
2008 /12 大学英语四级
语言能力
英 语(良好) 听说(良好),读写(良好)
浏览量:2
下载量:0
时间:
以下是读文网小编收集整理的《理财顾问个人简历范文》全部内容,希望对大家有所帮助,如果您喜欢小编的推荐,请继续关注读文网。
姓名:xxxx 性别:男
年龄:XX岁 身高:XXX
体重:XX 学历:高中
籍贯:贵州
现所在地:上海浦东外高桥
求职岗位:销售经理/主管、客户经理/主管、客户关系管理
求职地区:上海浦东
期望薪资 5000-8000元/月
个人评价
本人性格开朗、稳重、有活力,待人热情、真诚;工作认真负责,积极主动,能吃苦耐劳,用于承受压力,勇于创新;有很强的组织能力和团队协作精神,具有较强的适应能力;纪律性强,工作积极配合;意志坚强,具有较强的无私奉献精神。
工作经历
上海汇金房地产投资顾问有限公司
工作时间:2010年06月-至今
薪资水平: 5000-8000元/月
在职职位:高级营业主任
工作职责: 1 了解和发掘客户需求,为客户提供专业的置业咨询服务;
2 根据客户需求推荐合适房源,协助业务经纪人陪同客户实地了解房源和介绍沟通;
3 为符合意向的客户协调买卖双方关系,达成一致后作为第三方为双方签订居间合同;
4 为客户提供良好的售后服务,维系客户关系。
上海金石投资理财顾问有限公司
工作时间:2008年03月-2009年11月
薪资水平: 5000-8000元/月
在职职位:客户经理
工作职责:
1、负责搜集新客户的资料并进行沟通,开发新客户;
2、通过电话与客户进行有效沟通了解客户需求, 寻找销售机会并完成销售业绩;
3、维护老客户的业务,挖掘客户的最大潜力;
4、定期与合作客户进行沟通,建立良好的长期合作关系。
浏览量:3
下载量:0
时间:
浏览量:2
下载量:0
时间:
理财规划是指运用科学的方法和特定的程序为客户制定切合实际的、具有可操作性的某方面或综合性的财务方案,它主要包括现金规划、消费支出规划、教育规划、风险管理与保险规划、税收筹划、投资规划、退休养老规划、财产分配与传承规划。
下面是一封理财顾问岗位说明书,相信能够帮助大家更加深入的了解理财相关知识的。
理财顾问岗位说明书范文
浏览量:2
下载量:0
时间:
浏览量:2
下载量:0
时间:
理财是指资金的筹措和使用,是一种财务管理技巧,同时又是使投资收益达到最大化所采取的方法和手段,是一种生财之道。如何注册一家理财公司呢?一起来看看下面读文网小编为你带来的“如何注册理财公司”,这其中也许就有你需要的。
理财的第一黄金定律是尽早投资,持之以恒。中美大都会人寿保险有限公司的首席寿险规划经理吴征宇举例,如果财务目标是在60岁前积累300万元现金资产,假设年收益率是10%,我们从25岁开始平均每月只需要投入922元,但如果是从30岁开始,每月投入就要增加到1520元。这足以证明尽早投资并持之以恒的重要性。
理财的第二黄金定律就在于宁可小赚,不要大赔。首席寿险规划师王占宇表示,对于长期理财来说,持续稳定的收益大大优于大涨大跌的收益。今年以来,市场大跌导致90%以上的投资者出现亏损,这其中就包括不少在前两年牛市中赚到钱的投资者。“股神”巴菲特的年平均投资收益率在26%左右,但通过40余年的积累,他却成了世界首富,充分证明了在投资领域“宁可小赚,不要大赔”。
理财的第三黄金定律就是科学投资,合理配置。王占宇认为,债券和股票投资为中长期的目标服务,其中债券投资的方式包括社保、企业年金或商业年金,股票投资的方式包括实业、股票和股票型基金。货币投资作为保本的工具为短期目标服务,具体方式包括储蓄存款和货币基金等。
以上就是读文网小编为大家提供的“如何注册理财公司”,希望大家能够喜欢!
看了“如何注册理财公司”
浏览量:25
下载量:0
时间:
理财公司的注册资金一般需要多少?最低注册资金要多少钱呢?一起来看看下面读文网小编为你带来的“理财公司注册资金”,这其中也许就有你需要的。
1、公司名称核准,想好不下5个名字作为备用,因为各大行业的中小企业数量很多,只要事重复就无法通过。想好公司名字下一步去工商局拿一份表格《企业名称预先核准申请书》,填完给所有股东进行签名确认,再由工商局人员经过系统审查有无重复的名字,如果没有,则工商局会给一份《企业名称预先核准通知书》。(3个工作日);
2、银行开设临时账户,带齐法人、股东身份证原件、《企业名称预先核准通知书》、股东章、法人章去各大银行以公司名义开一个临时账户,股东可以将股本投入其中,且由于认缴制所以无需再找事务所验资了;
3、办理工商营业执照(三证合一)工商局取一套新公司设立登记的文件及表格,按要求填写和股东法人签字,《企业名称预先核准通知书》、场地租赁合同、所有股东身份证原件递交给工商局的注册科,审查完没有问题会发放一份受理文件。(7个工作日后领取)
4、刻章 ,一般刻公章,财务章,法人章,发票章(连备案3个工作日)
5、临时户转基本户 ,带齐全部办理完毕的证件,营业执照正副本(三证合一),以及法人代表身份证原件,公章,法人章,财务章。到开户行办理基本户(5个工作日领取)
到此公司的注册基本已经完成,全部证件有营业执照正副本(三证合一),银行开户许可证、公章、财务章、法人章等。
以上就是读文网小编为大家提供的“理财公司注册资金”,希望大家能够喜欢!
看了“理财公司注册资金”
浏览量:2
下载量:0
时间:
想要注册理财公司要怎么做呢?注册理财公司要如何走流程?一起来看看下面读文网小编为你带来的“理财公司工商注册”,这其中也许就有你需要的。
1、公司名称核准,想好不下5个名字作为备用,因为各大行业的中小企业数量很多,只要事重复就无法通过。想好公司名字下一步去工商局拿一份表格《企业名称预先核准申请书》,填完给所有股东进行签名确认,再由工商局人员经过系统审查有无重复的名字,如果没有,则工商局会给一份《企业名称预先核准通知书》。(3个工作日);
2、银行开设临时账户,带齐法人、股东身份证原件、《企业名称预先核准通知书》、股东章、法人章去各大银行以公司名义开一个临时账户,股东可以将股本投入其中,且由于认缴制所以无需再找事务所验资了;
3、办理工商营业执照(三证合一)工商局取一套新公司设立登记的文件及表格,按要求填写和股东法人签字,《企业名称预先核准通知书》、场地租赁合同、所有股东身份证原件递交给工商局的注册科,审查完没有问题会发放一份受理文件。(7个工作日后领取)
4、刻章 ,一般刻公章,财务章,法人章,发票章(连备案3个工作日)
5、临时户转基本户 ,带齐全部办理完毕的证件,营业执照正副本(三证合一),以及法人代表身份证原件,公章,法人章,财务章。到开户行办理基本户(5个工作日领取)
到此公司的注册基本已经完成,全部证件有营业执照正副本(三证合一),银行开户许可证、公章、财务章、法人章等。
浏览量:2
下载量:0
时间:
出英文面试题目是海信在面试考核过程中经常采用的形式。下面是由读文网小编分享的最新的海信英文面试题目,希望对你有用。
Say sth about your hometown Say sth about your major Why do you apply for Hisense What do you know about Hisense
What do you think about Marketing Say sth about your part time What do your friends think about you
say something about your parents
what's your hobby
which city do you want to pay a visit?
how do you understang "good friends"
your greatest harvest in the school
How do you deal with rejections?
How do you define "sucessful"?
If you have a chance to visit Hisense,where would you choose?
What sort of work environment you like ?
浏览量:2
下载量:0
时间:
个人简历是银行理财经理个人求职者求职应聘的第一道门槛,下面是由读文网小编分享的银行理财经理个人简历范文,希望对你有用。
个人基本简历
姓名: *** 国籍: 中国
目前所在地: 海珠区 民族: 汉族
户口所在地: 梅州 身材: 162 cm kg
婚姻状况: 未婚 年龄: 25
求职 意向及工作经历
人才 类型: 普通 求职
应聘职位: 财务/会计助理、行政/后勤、
工作年限: 3 职称:
求职 类型: 全职 可到职日期: 一个星期
月薪要求: 面议 希望工作地区: 广州
个人工作经历:
公司名称: 起止年月:2008-07 ~ 2011-02兴业银行
公司性质: 股份制企业所属行业:会计/金融/银行/保险
担任职务: 客户经理兼行政
工作描述: 负责统筹处理本支行和三个合作公司pos事宜,对内协调,对外沟通。通过团队的努力,是 2009年唯一一家完成pos机任务的支行。
熟悉个人贷款业务流程,准备签约工作,与客户面签合同,填写及审核合同,房管局入抵押,放款及后续跟踪服务。
统计业务报表及核算业绩,定期与分行零售部核对业绩,协助经理监督各项事务办理情况并负责本团队的行政工作。
这段时间的工作使自己更具有服务意识及严谨、细致、负责的工作作风和较强的团队协作精神及良好的个人素质,得到上司的好评和认可。
离职原因:
志愿者经历:
教育背景
毕业院校: 华南师范大学
最高学历: 本科获得学位: 学士学位 毕业日期: 2008-07-01
所学专业一: 经济学 所学专业二:
受教育培训经历:
语言能力
外语: 英语 良好
国语水平: 精通 粤语水平: 良好
工作能力及其他专长
我是一个性格开朗活泼的女生,善解人意,做事细心,责任心强,吃苦耐劳,具有很强的亲和力和一定的领导和沟通能力,富有团队合作精神。具备快速学习能力和创新能力,适应新工作环境的能力。
详细个人自传
本人毕业于2008年7月毕业于华南师范大学经济管理学院的经济学专业。
在大学期间,我努力学习了本专业和相关专业的理论知识,并以良好的成绩来完成了所有课程,为以后的工作实践打下了牢固的理论基础。同时,我还不不懈地学习 英语 ,并通过了大学 英语 国家四级考试,具有较好的听,说,读,写能力。在这个日新月异的社会,计算机高度发达,我紧跟时代步伐,认真学习了Windows基本操作,office办公软件的应用,特别是word,excel等等,并以机试优秀,笔试良好的成绩通过了国家计算机二级(Visual Basic)的考试。另外我还考取了广东省会计从业资格证书。
在银行理财经理的求职中,个人求职信跟个人简历起着同样重要的作用,下面是读文网小编为大家精心推荐的银行理财经理个人求职信范文,希望能够对您有所帮助。
浏览量:4
下载量:0
时间:
硕士个人求职者在求职的时候,用英文进行自我介绍会给自己加分不少。下面是读文网小编为大家带来的硕士求职英文自我介绍范文,相信对你会有帮助的。
good morning,madam and sir!it’s a great honor for me to meet you here today. i would like to introduce myself for you. my name is and my admission number is . i come from county, province. county is also called general county, for it has ever made 54 generals in history. every year thousands of people get patriotic education there.
in 2004, i was admitted to school of college of mathematics and computer science,guangxi normal university in guilin. i majored in computer science. i have been interested in my major since i was in middle school, because computer can make our life easy. my college teachers were very patient, friendly and knowledgeable. i learned a lot in college, such as how to study, how to get along with others and so on. i also learned independence and the importance of working hard. in 2008, i graduated from college with honor. college life was wonderful and unforgettable. it’s one of the most important parts in my life.
now i work as a teacher in a middle school in . i teach computer science there. i try my best to be a good teacher. i’m responsible and work very hard. i love my students. they are very young, happy and clever. in order to take entrance exam for graduate, i spend most of spare time on studying. of course i often play badmintonwith my colleagues or with my students. my favorite is studying, especially, discussing and solving the problem with others, because i can learn much from my partners, and i can express my own opinion. i like computer science, especially, computer architecture. i want to have different challenges in my life.that’s all, thank you.
浏览量:4
下载量:0
时间:
英文版求职自我介绍对于大学生外企求职者的求职是相当重要的构成部分。下面是读文网小编整理的英文版大学生求职自我介绍范文,以供大家阅读。
Good morning !
It is really my honor to have this opportunity for a interview,
I hope i can make a good performance today. I'm confident that I can succeed. Now i will introduce myself briefly
I am 26 years old,born in shandong province .
I was graduated from qingdao university. my major is electronic.and i got my bachelor degree after my graduation in the year of 2003.
I spend most of my time on study,i have passed CET4/6 . and i have acquired basic knowledge of my major during my school time.
In July 2003, I begin work for a small private company as a technical support engineer in QingDao city.Because I'm capable of more responsibilities, so I decided to change my job. And in August 2004,I left QingDao to BeiJing and worked for a foreign enterprise as a automation software test engineer.Because I want to change my working environment, I'd like to find a job which is more challenging. Morover Motorola is a global company, so I feel I can gain the most from working in this kind of company ennvironment. That is the reason why I come here to compete for this position.
I think I'm a good team player and I'm a person of great honesty to others. Also I am able to work under great pressure.
看过“英文版大学生求职自我介绍范文”
浏览量:3
下载量:0
时间:
英文的自我介绍会让你感到紧张吗?下面是读文网小编整理的毕业生求职自我介绍英文范文,以供大家阅读。
Good afternoon .
I am of great hornor to stand here and introduce myself to you .First of all ,my english name is ...and my chinese name is ..If you are going to have a job interview ,you must say much things which can show your willness to this job ,such as ,it is my long cherished dream to be ...and I am eager to get an opportunity to do...and then give some examples which can give evidence to .then you can say something about your hobbies .and it is best that the hobbies have something to do with the job.
What is more important is do not forget to communicate with the interviewee,keeping a smile and keeping your talks interesting and funny can contribute to the success.
I hope you will give them a wonderful speech .Good luck to you !
浏览量:3
下载量:0
时间:
自我介绍,是联系工作的重要环节。下面是读文网小编整理的it求职英文自我介绍,以供大家阅读。
good morning,madam and sir!it’s a great honor for me to meet you here today. i would like to introduce myself for you. my name is and my admission number is . i come from county, province. county is also called general county, for it has ever made 54 generals in history. every year thousands of people get patriotic education there.
in 2004, i was admitted to school of college of mathematics and computer science,guangxi normal university in guilin. i majored in computer science. i have been interested in my major since i was in middle school, because computer can make our life easy. my college teachers were very patient, friendly and knowledgeable. i learned a lot in college, such as how to study, how to get along with others and so on. i also learned independence and the importance of working hard. in 2008, i graduated from college with honor. college life was wonderful and unforgettable. it’s one of the most important parts in my life.
now i work as a teacher in a middle school in . i teach computer science there. i try my best to be a good teacher. i’m responsible and work very hard. i love my students. they are very young, happy and clever. in order to take entrance exam for graduate, i spend most of spare time on studying. of course i often play badmintonwith my colleagues or with my students. my favorite is studying, especially, discussing and solving the problem with others, because i can learn much from my partners, and i can express my own opinion. i like computer science, especially, computer architecture. i want to have different challenges in my life.that’s all, thank you.
看过“it求职英文自我介绍”
浏览量:2
下载量:0
时间:
英文简历写作属应用文体,下面是由读文网小编分享的英文应聘简历模板,希望对你有用。
Marcus Reynolds
462, Mortimer ST,
Lewiston, MA, 64328
(849) 283-9478
nash.cruz@email.com
Objective
Willing to work as a Computer Programmer in the well known IT industry.
Education
B.Tech/B.E. (Computers) from XYZ University, Arizona in 2005
Summary of Skills and Experience
I am an engineering graduate and have knowledge of implementing software programming skills in designing & developing systems.
Pivotal in C, C++, SQl, Java, HTML, MS Access and Photoshop with exposure in Windows 9x/ 2000 / NT.
Computer Skills
Programming Languages: C, C++, SQL, Java, J2EE (Servlet, JDBC, JSP)
Databases tools: Oracle, MS Access
Operating Systems: Windows 9x, XP, 2000, NT
Other Skills: Photoshop, CSS, HTML, Flash
Additional Details
Academic Projects
Banking System using C++
Duration: Jan 06 to May 06
Environment: C++
Description: Designed and developed banking system for bank involving basic transactions such as Debiting or Crediting accounts, listing account information of customers, balancing information, editing and deleting accounts etc.
References:
Available on request.
看过“英文应聘简历模板”
浏览量:2
下载量:0
时间:
英文简历写作几乎是所有英语专业的大学生都会面临的问题。下面是由读文网小编分享的英语专业英文简历模板,希望对你有用。
Basic information
Name:
Gender: Male
National: Han
Date of birth:
Origin: Zhejiang Ningbo
Place of residence: Ningbo
Marital status:
Mobile phone: 87******
ID: 3302*********
E-mail: job@zhaopin.com
Job search intention
Desired position: the data analyst
Expectation: the financial industry
Expected location: Ningbo
Desired salary: 5000
Job type: full time
Time: at any time
Work experience
Start time: 2010 October to 2011 December the company name: XX estimate Co. Ltd. Job Description: mainly responsible for the company's rating data collation and acceptance check, is responsible for external data collection; to set up the company in database system, data product development work, and make the data products.
Start time: 2011 February to 2012 August, the company name: XX Technology Development Co., Ltd. Job Description: mainly to complete data analysis in the process of data extraction, data analysis and data presentation; analysis model and development and continuous improvement, business statistics, to ensure its accuracy, practicability and scalability; based on data analysis, get valuable information, so as to the company's business operation, the direction of products, sales strategy to provide data to support.
Education and experience
Start time: 2007 September to 2011 July Graduate School: Zhejiang Gongshang University major: Finance degree: Bachelor
Language ability / Skills Certificate
The data analyst assistant
Self assessment
I have the overall strong communication ability, has the strong team cooperation ability, cheerful, optimistic, strong sense of responsibility. The data have a high sensitivity, can discover the relations between data, logical thinking ability outstanding and judging ability, can skilled use of processing and data analysis methods, proficiency in SPSS, SAS statistical software.
看过“英语专业英文简历模板”
浏览量:4
下载量:0
时间: