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ACIC CHINA
Certification Project
Securities Salesperson

Securities salesperson refers to professionals engaged in customer solicitation, customer service, and financial product sales in the securities industry. is a specific introduction:

 

- Main job responsibilities: Responsible for expanding sales channels, developing new customers, and selling financial management products issued or distributed by the company; the basic information of securities companies, the securities market, and knowledge of securities investment and business processes to customers; convey information such as research reports, financial product promotion materials, and information provided by securities companies to customers; provide reasonable suggestions for financial management to customers to help them achieve asset preservation and appreciation.

 

- Professional requirements: Generally, a junior college or above in finance, securities, and other related majors is required, and a qualification as a securities practitioner is required. Familiar with the basic financial knowledge related to securities, stocks and funds, have certain financial or financial marketing work experience, and have a wide range of customer resources. At the same time, they need to have good communication and customer development capabilities strong work responsibility, team spirit, and can withstand certain work pressure.

 

- Employment direction: Mainly employed in securities companies, fund management companies, securities investment consulting institutions securities credit rating agencies, etc.

 

- Working hours and salary: Usually, Monday to Friday is the working day, go to work around 8:30 in the, rest at 11:30, go to work at 1:00 in the afternoon, and leave work around 5:00. Weekend double rest.ary is generally composed of basic salary and commission, and the commission is determined according to the business performance. The income is high when the market is good, and there may be performance pressure when the market is bad.

 

- Career development prospects: The promotion path usually includes financial advisor - regional director - marketing director - general manager of the business department, financial advisor - investment advisor - operation director - general manager of the business department, etc. Outstanding performance can also develop in the direction of fund manager, private equity practitioner, investmenter, etc.

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Tel 400-809-1233
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