金融业的英语简历范文模板

2017-05-16

金融业的英语简历范文模板

Objective:

Looking for the position of stock broker in a well known and reputed trading company.

Summary:

Skillful, honest and brilliant stockbroker having over than Eight years experience in investing in money, securities and several other financial products on behalf of private, corporate and institutional clients.

Summary of Qualifications

Excellent understanding of the stock market strategies.

Carefully clean U4 securities record.

Superb written and verbal communication skills.

Effective attention to detail, research, organizational skills, and problem solving skills.

Firm to maintain a high degree of confidentiality.

Exceptional ability to promote company success by being courteous to customers, company associates, through a professional appearance and by having a positive attitude.

Excellent computer skills (Microsoft Word and Internet).

Professional Experience

Sun Rise Investors, Brooksville, Florida

Stockbroker, 2004 - Present

Create and maintain new accounts.

Offer high quality customer service in a professional manner.

Carry out trades for customers (over the phone or walk-in).

Put up stock quotes and news to customers.

Record all phone conversation with customers.

Accept stock certificates and customer checks.

Offer all types of customer services for all aspects of account maintenance.

Complete all the pending ACATS transfers.

Help the customers on the Internet when the Internet is down and answer to their questions about Sun Rise.

Keep up with margin delinquencies, record items, work short option report.

Handled margin accounts.

Follow up on leads from potential customers.

Execute other projects/duties as assigned.

Educate customers to working of the market by enabling Internet access.

Sun Rise Investors, Brooksville, Florida

Stockbroker Trainee, 2000 - 2003

Advised properly to private clients, by direct contact, phone and reviewed letter.

Bought and sold for clients.

Made research and find information about the market in domestic and foreign equities, government stocks and securities.

Managed and reviewed portfolio.

According to the information provided by analyst made recommendations on buying and selling stocks.

Underwrote new issues in larger firms.

Education

High School Diploma (1998)

金融业的中文简历范文模板(一)

基本信息

姓名：

性别：男

年龄： 27岁

婚姻状况：未婚

最高学历：本科

工作年限： 2年

政治面貌：共青团员

现居城市：广州

籍贯：广州

联系电话：×××××××××××

电子邮箱：××

求职意向

工作类型：全职

期望薪资： 3000-5000元

工作地点：广州市

求职行业：金融保险、证券、期货

求职职位：其他经营管理

工作经历

2013-03 - 2014-03中国邮政储蓄银行广州花都支行零售客户经理

工作描述： 1.每月可较好地完成100万元余额任务，2013年春节新增余额600万元. 2.完成每月100万元理财、30万元保险、10万基金产品销售任务。 3.通过对周边社区、商圈进行市场外拓，邮储银行POS机月均30台、代发工资月均2户。

2012-12 - 2013-03 中国邮政储蓄银行花都区××路支行大堂经理

工作描述：在网点引导与分流客户，做好日常客户维护工作;协助支行长进行市场开拓，新客户开发、存量客户资产升级;

2012-09 - 2012-12 中国邮政储蓄银行花都区××路支行柜员

工作描述：负责客户的柜面业务操作、查询、储蓄、开户、电子银行

教育经历

2008-09 - 2012-06 东北财经大学金融学本科

专业描述：货币银行学金融机构管理国际金融公司金融风险管理期货及衍生品投资学计量经济学商务沟通管理学统计学

语言水平

英语良好

获得证书

2013-08 银行从业资格证书

2013-01 基金销售从业资格证书

2013-01 保险代理从业资格证书

2010-09 大学英语六级

2011-09 计算机二级

自我评价

喜欢与人打交道，性格外向，乐于团队合作，抗压能力强。对金融行业，尤其是小企业融资有浓厚的兴趣。

金融业的中文简历范文模板(二)

基本信息

姓名：xx

性别：女

年龄： 23岁

最高学历：本科

政治面貌：共青团员

现居城市：上海

籍贯：上海

婚姻状况：未婚

联系电话： ×××××××××××

电子邮箱： ×××@xx.com

求职意向

工作类型：全职

期望薪资： 2000-3000元

工作地点：上海

求职行业：金融保险、证券、期货其他行业

求职职位：客户经理

工作经历

2013-08 - 2014-01 上海大智慧电话销售

工作描述：寻找客户，开发客户，宣传活动，让客户了解公司和产品，对有意向的客户进行跟踪，达成销售。

教育经历

2010-09 - 2014-07 上海财经大学金融与证券本科

专业描述：学习证券相关知识，银行相关知识还有会计基础财经法规等

获得证书

2012-10 学院“三好学生”

自我评价

本人勤奋好学，刻苦学习，在校期间获得院三好学生。

金融业的英语简历范文模板

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