投資顧問(wèn)英文簡(jiǎn)歷范文
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投資顧問(wèn)英文簡(jiǎn)歷范文一
Investment AnalysisStrength·Comprehensive knowledge of defined contribution 401(k) pension concepts and regulations.
·Effective leadership and team -buildng.
·Extremely well organized.
·Proven Customer service skills.Martial Status:Married Email Address:stellali@chinahr.com·Processed all contributions, loan repayments,benefit disbursements,fund transfers,and nonfinancial changes for daily/periodic 401(k) pension record-keeping transactions, including cash,mutual fund ,stock,and guaranteed investment contract money movements.
·Resolved client questions and problems.
·Interfaced productively with team ,department,field ,and sales personnel.
·Completed,verified,and mailed all required client reports.
·Plan year packages,and auditors' requests.
·Processed ADPs/ACPs and correction of year-end participant tax information.
--Promoted four times in four years
--Consistently met or exceeded all established standards for timing and accuracy
--Selected as one of first two people to participate in changeover to daily 401(K) processing environment from a monthly processing enviroment ,and quickly adapted to new system
--Chosen to train new hires and other plan analysts transitioning to the daily processing environment
--Served as technical liaison with systems personnel in identifying, communicating, and resolving processing problems with the new system
--Served effectively as team leader and account manager for new pilot team concept while maintain own book of businessEducationXXXX College Bachelor of Science, Business AdministrationAwardsPRESIDENT'S CLUB AWARD
投資顧問(wèn)英文簡(jiǎn)歷范文二
The basic information
Name: Mr Khoo
Don't sex: male
Marital status: married
People: the han nationality
Households record: guangdong - yunfu
28 years of age:
Now home to: guangdong - dongguan
The body high: 174 cm
Hope regions: guangdong - dongguan
Hope jobs: business/management class - enterprise development planning manager/supervisor/assistant
Management consultancy/consulting class - business management consultant
Financial/securities/investment - investment fund project manager
Seeking position: strategic management, asset management, investment analysis
Salary requirement: can be negotiable
The fastest to: within 1 month
Education experience
The 2004-09 to 2008-07 dongguan institute of technology, electronic information engineering bachelor degree
Work experience 3 years working experience in June, worked in two companies
* * company (2009-03 ~ until now)
The company properties: state-owned enterprises industry categories: other financial activities
Position: the investment adviser post categories: investment/financial adviser
Job description: position: account manager and now as an investment consultant
Job responsibilities: customer manager: mainly stagnation point bank marketing channels, is responsible for developing the market,
To provide investment consulting, corporate finance, product sales and brand publicity, etc.
Company stock investment adviser: 1, in providing professional securities investment consulting services, to guide customers to carry on the reasonable asset allocation;
2, responsible for the interpretation of standardized securities investment consulting products, through high-quality personalized securities investment adviser
The average commission services improve customer or secondary development to customers;
3, has certain financial, economic, accounting theoretical basis; For all kinds of financial information, investment research reports have strong ability of understanding and analysis ability
4, by providing customers with professional finance and investment analysis, securities information, stock do better customer service to the company.
* * company (2008-08 to 2008-12)
Company nature: joint stock company industry categories: other financial activities
Position: the job categories: the securities and futures practitioners
Job description: position: bank stagnation point customer manager
1, responsible for customer development, financial products of the company's marketing, funds, bonds, etc.)
2, maintain existing customers, provide service for the customer
3, keep good relationship with in the bank, to assist the bank some business work
4, love of the securities industry, insist on your faith, do not give up speaking out of turn.
expertise
Professional title:
Computer level: national computer rank examination level
Computer skills: detailed office office software skilled
Expertise: in addition to strong science thinking, I also passed the tests five doors in the securities industry, securities, securities trading, securities investment analysis, securities investment fund and securities issuance and underwriting, and futures from the examination.
Language ability
Fluent in mandarin, cantonese, fluent
Oral English level: CET - 4
English: proficient in
objective
Direction: investment advisory, asset management and enterprise management development. If you are the one!
Other requirements:
Their own situation
Self assessment: I believe today is tomorrow's success comes from unremitting efforts.
People should focus on life to do a thing, just can do it, to a certain height.
Hobbies: table tennis, billiards, dancing, swimming, tai chi, like to read biographies, has a "button"
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