財務策劃師、理財顧問、財務分析員之分別是什麼及前景?

2007-02-14 6:34 am
財務策劃師、理財顧問、財務分析員之分別是什麼及前景?
What is the title of a job which the person give financial advices, which stock they should buy and sell, and helping client to analysis their porfolio? Is the salary high and what is the requirement of that proffesion? Are those people call Financial Planner? But those seems focus more in insurance...?

回答 (2)

2007-02-15 4:32 am
✔ 最佳答案
財務策劃師即係幫你策劃個人ge財務, 屬於更貼身ge服務, 佢唔淨只係幫人投資, 更係一個完全ge個人理財包括置業等等, 很抱歉未曾接觸過此類人不過估計其起薪點應是三者之冠,請注意是起薪點...因為"有料"的理財顧問or投資顧問其實都月薪甚高, 而其學歷及經驗需求也應該是三者之冠

理財顧問, 基本上就等於經紀, 即係本人ge職業, 主要係幫客人用有限ge資金投資某種商品去賺取一定利潤, 亦理財顧問就係從中抽佣, 人工可以好少亦可以多到接近百萬一個月,因人而異,主要depends on佢地客多與少同埋能否keep到客戶(即係at least幫客戶賺錢), 其學歷及經驗要求應該是三者最低, 大概F.7至大學grad就可以, 不過有意入呢行ge請有心理準備呢行d人淘汰得好快...而且起步係極其辛苦

財務分析員, 基本上就係我地叫ge分析師, 呢d人基本上咩都唔會做except分析市況, 大部分ge分析師都唔等於經紀, 佢地亦都係base on佢地ge人氣黎出人工, 而呢行因為大部分都係由理財顧問升上, 所以學歷要求或者唔高不過就需要大量經驗
參考: 個人工作所得,建議你有咩更多ge投資問題可以sd email去[email protected]問我,我係亨達到做ge
2007-06-24 9:53 am
point in centr
al by the way sale yourselve!!!


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