富盛證券投資顧問股份有限公司

公司介紹

產業類別

聯絡人

楊小姐

產業描述

投信投顧業_境外基金總代理人

電話

02-27283222 分機111

資本額

傳真

02-23463777

員工人數

暫不提供

地址

台北市信義區松德路171號9樓


公司介紹與經營理念 富盛證券投顧於2007年成立,為專業的境外基金總代理人。成立以來富盛證券投顧積極拓展投資顧問業務,提供客戶更優質、更多元、更具前瞻性之投資選擇。目前富盛證券投顧擔任數家境外基金總代理人,主要客戶包括銀行、壽險、專業法人投資機構等,專注通路與法人客戶經營,深耕投資理財業務。

主要商品 / 服務項目

境外基金總代理人

公司環境照片(2張)

福利制度

法定項目

其他福利

勞保,健保,三節禮金,週休二日

工作機會

廠商排序
5/05
台北市信義區經歷不拘專科月薪30,000元以上
1、協助基金事務處理 2、資料上傳與下載 3、協助例行性工作 4、協助防制洗錢相關作業 5、主管交辦事項
應徵
5/05
台中市西屯區3年以上大學待遇面議
Capital Gateway is the master agent of AXA Investment Managers & Jupiter Asset Management Series in Taiwan. Both are the leading asset management firm with a range of investment products to suit different client needs. Below please find related information and job description for your reference: Capital Gateway Website http://www.cgsice.com/ AXA Investment Managers https://en-individual.axa-im.com.hk/ Jupiter Asset Management Website https://www.jupiteram.com/hk/en/individual/ Job descriptions 1. Develop and maintain relationships with WM and Trust dept., financial consultants, and sales advisors of various distributors 2. Continually create new sales ideas, work with product management team to deliver timely market information and product solutions to the clients 3. Collect market information to identify and develop new business opportunities 4. Conduct ongoing client visits, product training sessions and client seminars Requirements 1. At least 3 years financial industry experience, channel / distribution experience is desirable 2. License to work for SITE / SICE 3. Good presentation skills 4. Preferably broad-based investment knowledge, understanding of various financial products and structures 5. Able to handle works under time pressure 6. Team player and open-minded Location: 9F, No. 171, Sung De Rd., Taipei, Taiwan Work-time: Full-time, work 5 days (Mon-Fri) a week Department: Distribution Business *If you are interested in this position, please send the resume to temmy.yang@cgsice.com
應徵
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