1, major: finance or finance, with basic knowledge of economics, consumption expenditure, insurance, investment, monetary finance, industrial investment, taxation, financial accounting and related laws and regulations.
2. Skills: Proficient in English.
3. Experience requirements: Experience in securities, insurance and banking.
4. Professionalism: You need to have the ability of rational analysis and problem solving, be good at communication, have a strong sense of responsibility, have a good personality and professional ethics, and be relatively independent at work.
The qualities that a financial consultant should possess:
1, rich knowledge of finance, investment, economy and law? Financial planners should be "generalists+experts", that is to say, financial planners should systematically master the knowledge of economy, finance, investment and law, and be experts in some aspects, such as insurance and securities.
2. Good personality and professional ethics. Clients are the parents of financial planners. Financial planners should take the interests of customers as the service center and always think of customers, rather than simply selling products to customers. In addition, it is also important to keep customers' personal secrets. The financial planning process involves the privacy of many customers. As a client's personal financial advisor, it should be kept strictly confidential.
3. Financial planners who work in banks, securities and insurance companies are relatively independent. While making financial planning for customers, they have more or less the purpose of promoting products. This is an objective problem.
But the promotion of products should be based on the interests of customers, not financial management for promotion. There will be many independent wealth management companies in the future society. These wealth management companies are independent and not attached to some financial institutions. They help customers choose investment products from the customer's point of view and realize their financial goals.