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更新于 6月23日

移民顧問&海外資產(chǎn)配置投資顧問

1.5-3萬
  • 北京朝陽區(qū)
  • 3-5年
  • 本科
  • 全職
  • 招2人

職位描述

海外移民和資產(chǎn)配置移民顧問投資/融資
職位描述: 1. 對海外投資,保險,離岸家族信托項目運作有一定了解,具備很強的學習能力; 2. 根據(jù)不同客戶需求為高端客戶提供海外身份規(guī)劃,海外資產(chǎn)配置的初步咨詢服務; 3. 能精準評估客戶資質,跟進客戶并進行有效溝通; 4. 協(xié)助文案部跟進客戶收集相關資料,做好跟客戶的溝通協(xié)調工作。 任職要求: 1. 本科以上學歷,金融、經(jīng)管、英語等專業(yè)優(yōu)先; 2. 有相關銷售經(jīng)驗及移民,海外保險規(guī)劃經(jīng)驗優(yōu)先考慮; 3. 積極開發(fā)新客戶,跟蹤現(xiàn)有客戶,保證面訪率和簽約率; 4. 團隊配合能力強,有超強的執(zhí)行力,努力完成簽約任務; 5. 有較強的分析能力、學習能力、邏輯思維能力和語言表達能力; 6. 有豐富的人脈關系,有海外求學及工作經(jīng)驗,具備一定稅務知識的候選人優(yōu)先考慮。

工作地點

北京市-朝陽區(qū)-東三環(huán)中路9號1608

職位發(fā)布者

許先生/文案總監(jiān)

三日內活躍
立即溝通
公司Logo北京樸實世紀咨詢有限公司
北京樸實世紀咨詢有限公司(“樸實世紀”)設立在北京。公司團隊骨干擁有逾2 0年咨詢及金融行業(yè)背景,曾供職于高盛、匯豐IFC,法國AGH CONSULTING等國際知名機構。團隊已為上百位中國企業(yè)家及其家庭提供定制化金融咨詢服務,包括海外身份規(guī)劃、海外資產(chǎn)配置、海外稅務籌劃以及離岸家族信托規(guī)劃等等。樸實世紀關聯(lián)公司在香港擁有公司服務牌照、信托服務牌照、資產(chǎn)管理牌照、保險代理牌照、注冊會計師、有限合伙基金管理人。以香港為基地,對接國際知名金融機構,整合全球優(yōu)質資產(chǎn)資源,為高凈值客戶帶來更好的全球投資機遇。與傳統(tǒng)金融咨詢公司不同,我們不以短期利益為著眼點,嚴格篩選投資標的,秉承長期為客戶提供專業(yè)服務為目標,盡最大可能幫助客戶規(guī)避由于國內與海外信息不對稱所造成的投資風險,并且通過身份規(guī)劃,資產(chǎn)配置規(guī)劃以及家族傳承規(guī)劃使客戶達到獲取全球最優(yōu)質的資產(chǎn),教育,醫(yī)療及服務的目的。Beijing Simpo Era Consulting Limited(Simpo Era) is registered in Beijing. The leadership team of Simpo Era has over 20-year’ background in the advisory and financial sector. The core members have previously served premier global institutions such as Goldman Sachs, HSBC and IFC. In the past, the team has provided dedicated services to hundreds of Chinese entrepreneurs and their families around the areas of identity planning, immigration and overseas studies, oversea insurance, tax planning, offshore trust and family office etc.Simpo Era’associated companies possess the essential qualifications and licenses in Hong Kong including Company Services Provider, Trust Services Provider, Asset Management, Insurance Agency, Certified Public Accountant, Limited Partnership Fund. Based in Hong Kong, Simpo Era International connects China with international leading financial institutions, accessing to the world’s most valuable assets and resources, bringing great investment opportunities to our to our HNW clients.Different from the conventional immigration services company, we are not short-sighted but long-term oriented, we select the investment underlying with the highest standard, we are committed to find the best solutions for our clients and their families. We strike to help our clients avoid investment risks due to the asymmetry of information between China and overseas, and through identity planning, we enable them to obtain the world’s best assets, education, medical and services.
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