MrHH 2006-8-23 09:12
請問理財顧問或者分析員嘅入行要求係乜呀？
如題
需要讀d乜野專業資格呢？
係邊到可以揾多d資料呀？
Waqqie 2006-8-23 15:21
Certified Financial Planner...etc.
屈臣氏 2006-8-23 19:05
回復 #2 Waqqie 的帖子
係咪講梗 Chartered Financial Planner ?!
CFP (Chartered Financial Planner):
四份卷，著重 financial planning....即 selling 時需求
CFA (Chartered Financial Analysis):
分 level，著重 analysis 及偏重 professional 專用
除以上 Advanced 資格，其本 HKSI 要求必需擁有
如有遺漏，請各 BRO 更正 :bow: :bow:
MrHH 2006-8-25 06:37
因我身在澳洲﹐對HK的Financial Planning 不甚了了。但想返HK從事financial planning.
其實HK所謂理財策劃﹐理財顧問﹐投資顧問同埋分析員有咩大分別?
Thanks Bro.
loveph 2006-9-1 21:00
hksi 係咪1,7,8 a?
miura 2006-9-4 22:13
better be a degree holder lah
Anthonychan888 2006-9-18 09:42
*** 作者被禁止或刪除 內容自動屏蔽 ***
kin1106 2006-9-23 13:37
CFA and CFP
yuenkashing 2006-9-26 09:54
You can also try to go for a MBA in Finance.
It would be much helpful if you plan to go for the analyst/associate positions in investment firms.
6868 2006-9-30 00:51
所有理財顧問, 基本上都係 sales, push 公司既 products, 壓力大。
peninsula 2006-9-30 09:26
[quote]原帖由 [i]MrHH[/i] 於 2006-8-23 09:12 AM 發表
如題
需要讀d乜野專業資格呢？
係邊到可以揾多d資料呀？ [/quote]
Nothing! Just need to SELL SELL SELL! :P;P:o
lovemaker0008 2006-10-17 00:12
you got be really good math. or economics
Bantex 2006-10-31 23:41
[quote]原帖由 [i]屈臣氏[/i] 於 2006-8-23 07:05 PM 發表
係咪講梗 Chartered Financial Planner ?!
CFP (Chartered Financial Planner):
四份卷，著重 financial planning....即 selling 時需求
CFA (Chartered Financial Analysis):
分 level，著重 analysis 及 ... [/quote]
thanks for your info
peninsula 2006-11-6 12:55
[quote]原帖由 [i]lovemaker0008[/i] 於 2006-10-17 12:12 AM 發表
you got be really good math. or economics [/quote]
No need! :P:hamsup::soldier:
wenjian119 2007-1-2 11:45
係咪講梗 Chartered Financial Planner ?!
CFP (Chartered Financial Planner):
四份卷，著重 financial planning....即 selling 時需求
科拿仔 2007-1-2 21:42
其實sell唔到野係咪會俾人炒？
peninsula 2007-1-8 13:57
[quote]原帖由 [i]科拿仔[/i] 於 2007-1-2 09:42 PM 發表
其實sell唔到野係咪會俾人炒？ [/quote]
100% YES!:P;P:o:reading:
科拿仔 2007-1-9 00:20
[quote]原帖由 [i]peninsula[/i] 於 2007-1-8 05:57 AM 發表
100% YES!:P;P:o:reading: [/quote]
咁有無得downgrade番落去做teller？
peninsula 2007-1-10 22:59
[quote]原帖由 [i]科拿仔[/i] 於 2007-1-9 12:20 AM 發表
咁有無得downgrade番落去做teller？ [/quote]
Different field. Teller job is so boring!:hamsup::soldier::lookaround::o:(
dizzc 2007-1-11 10:53
[quote]原帖由 [i]peninsula[/i] 於 2007-1-10 10:59 PM 發表
Different field. Teller job is so boring!:hamsup::soldier::lookaround::o:( [/quote]
佢咁問因為真係有幾多teller會轉去做marketing, downgrade就好少聽到, 最多都係見第二間籮
科拿仔 2007-1-15 16:14
[quote]原帖由 [i]dizzc[/i] 於 2007-1-11 02:53 AM 發表
佢咁問因為真係有幾多teller會轉去做marketing, downgrade就好少聽到, 最多都係見第二間籮 [/quote]
咁點先轉到去做marketing?:)
HJ2127_ATR1 2007-1-15 18:24
回復 #21 科拿仔 的帖子
都唔同部門，做既野又唔同，機本上好難轉喎，Teller 同係 Marketing 做既人工都唔同啦，真係蚊比同牛比。:afraid:
dizzc 2007-1-16 15:17
[quote]原帖由 [i]HJ2127_ATR1[/i] 於 2007-1-15 06:24 PM 發表
都唔同部門，做既野又唔同，機本上好難轉喎，Teller 同係 Marketing 做既人工都唔同啦，真係蚊比同牛比。:afraid: [/quote]
又唔係喎, 好多資深teller如果sell野都幾ok, 加埋老細賞識, 真係會轉去做客戶主任喎, 當然人工會有調整, 之前接觸過老恆, 阿爺, 東亞既marketing都話自己係由teller轉做sales的
HJ2127_ATR1 2007-1-16 17:02
回復 #23 dizzc 的帖子
我相信就算有都比較少，Teller 轉做 Consumer Banking - Customer Officer 會比較大ｄ。
AbCd1243 2007-7-25 02:53
个人以为一个好的理财顾问,除了证书,更重要是了解当地市场和国际市场中各种投资工具的运用,懂得投机和投资的方法,在适当的时候灵活调配客户的资产配置.
此外,实战经验也很重要.试想有边个身价千万的客户会将钱交到收入只有不到他身价1%的新人手上去理财?无业绩好难说服对方的....
頁:
[1]