投資顧問主要工作是什麼?

2006-12-19 12:42 am
本人對投資顧問工作不太熟識,想了解

回答 (5)

2006-12-19 12:44 am
✔ 最佳答案
Depends on which industry you prefer to join?
When you mention about investment, there are a lot of investment products in HK and they required different licence. i.e. stock, fund, insurance, savings product of insurance company...

Here are some reference.
Insurance. Then you need to pass the IIQE Paper 1,2,3,5 and even 4.
Broker. Same as above.
It would be an advantage if you could get pass in the HKSI examination which would result in licensing of SFC.

Fund House. Degree in designated course is required.
2006-12-19 5:46 am
係幫人將佢既錢愈滾愈大
2006-12-19 1:02 am
大多數見到投資顧問, 只是一个sell使, 只識吹水. 真正的投資顧問是很專業的, 是各大金融机構的要員, 唔知你想做邊重?
2006-12-19 1:02 am
sell inverstment plan to others
參考: me
2006-12-19 12:47 am
同保險差不多, 同人SELL 投資產品, 或者代客人設定投資組合等等. 股票, 外幣, 基金之類.


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