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    該職位已失效,看看其他機(jī)會(huì)吧

    移民顧問(wèn)

    8千-1萬(wàn)
    • 北京朝陽(yáng)區(qū)
    • 呼家樓
    • 3-5年
    • 本科
    • 全職
    • 招2人

    職位描述

    職位描述
    職位描述:
    1. 對(duì)移民、海外投資、保險(xiǎn)、離岸家族信托有一定了解,具備很強(qiáng)的學(xué)習(xí)能力;
    2. 根據(jù)客戶需求,為高端客戶提供海外身份規(guī)劃、資產(chǎn)配置的初步咨詢服務(wù);
    3. 精準(zhǔn)評(píng)估客戶資質(zhì),跟進(jìn)客戶,并進(jìn)行有效溝通;
    4. 協(xié)助文案部跟進(jìn)客戶收集相關(guān)資料,做好跟客戶的溝通協(xié)調(diào)工作。

    任職要求:
    1. 本科以上學(xué)歷,金融、經(jīng)管、英語(yǔ)或法律等專業(yè)優(yōu)先;
    2. 有相關(guān)銷售經(jīng)驗(yàn), 有移民,海外保險(xiǎn)規(guī)劃經(jīng)驗(yàn)優(yōu)先考慮;
    3. 維護(hù)現(xiàn)有客戶,積極開發(fā)新客戶,保證面訪率和簽約率;
    4. 團(tuán)隊(duì)配合能力強(qiáng),有超強(qiáng)的執(zhí)行力,努力完成簽約任務(wù);
    5. 有較強(qiáng)的分析能力、學(xué)習(xí)能力、邏輯思維能力和語(yǔ)言表達(dá)能力;
    6. 有豐富的人脈關(guān)系,有海外求學(xué)及工作經(jīng)驗(yàn),具備一定稅務(wù)知識(shí)的候選人優(yōu)先考慮。
    查看全部

    工作地點(diǎn)

    北京財(cái)富中心寫字樓A座808室

    職位發(fā)布者

    許先生/文案總監(jiān)

    剛剛活躍
    立即溝通
    公司Logo北京樸實(shí)世紀(jì)咨詢有限公司
    北京樸實(shí)世紀(jì)咨詢有限公司(“樸實(shí)世紀(jì)”)設(shè)立在北京。公司團(tuán)隊(duì)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(guó)AGH CONSULTING等國(guó)際知名機(jī)構(gòu)。團(tuán)隊(duì)已為上百位中國(guó)企業(yè)家及其家庭提供定制化金融咨詢服務(wù),包括海外身份規(guī)劃、海外資產(chǎn)配置、海外稅務(wù)籌劃以及離岸家族信托規(guī)劃等等。樸實(shí)世紀(jì)關(guān)聯(lián)公司在香港擁有公司服務(wù)牌照、信托服務(wù)牌照、資產(chǎn)管理牌照、保險(xiǎn)代理牌照、注冊(cè)會(huì)計(jì)師、有限合伙基金管理人。以香港為基地,對(duì)接國(guó)際知名金融機(jī)構(gòu),整合全球優(yōu)質(zhì)資產(chǎn)資源,為高凈值客戶帶來(lái)更好的全球投資機(jī)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(diǎn),嚴(yán)格篩選投資標(biāo)的,秉承長(zhǎng)期為客戶提供專業(yè)服務(wù)為目標(biāo),盡最大可能幫助客戶規(guī)避由于國(guó)內(nèi)與海外信息不對(duì)稱所造成的投資風(fēng)險(xiǎn),并且通過(guò)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(dá)到獲取全球最優(yōu)質(zhì)的資產(chǎn),教育,醫(yī)療及服務(wù)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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