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Have been research in the field of
investment and financial for over five years. - Can provide with knowledge of
prediction about financial market trend and analysis of investment, or wealth
management.
深耕於投資理財領域已逾多年 - 具備金融市場的趨勢預測以及投資分析、理財規劃等專業知識。 |
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金融先知客 小檔案Financial Prophet CV
< 資格 Qualifications >
證券暨期貨市場發展基金會Securities & Futures Institute
101期 證券商業務員
Securities
Specialist
101期 證券商高級業務員
Senior
Securities Specialist
102期 投信投顧業務員
Securities
Investment Trust and Consulting Professionals.
金融研訓院Taiwan Academy of Banking and Finance
103期 信託業務人員
Trust
Representative
103期 結構型商品銷售人員
Structured
Product Sales Personnel
<現職 Current
Post>
花旗商業銀行 財富管理顧問
CitiBank Taiwan – Financial
Consultant
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