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财务规划师个人简历范文
好的简历要凸显出自己与求职工作的相关联系,比如教育经历、工作经验、项目经验等。以下为大家整理了一份财务规划师个人简历范文,欢迎阅读参考~
财务规划师个人简历范文
基本信息
姓名:CN人才网
性别:男
年龄:26岁
婚姻状况:未婚
最高学历:本科
工作年限:3年
政治面貌:共青团员
现居城市:南昌
籍贯:江西
联系电话:×××××××××××
电子邮箱:jianlimoban.c321.cn
求职意向
工作类型:全职
期望薪资:2000-3000元
工作地点:东湖区
求职行业:金融保险、证券、期货人力资源服务、人力资源开发
求职职位:保险内勤保险代理人/经纪人理财顾问/财务规划师客户经理银行柜员/会计
工作经历
2012-05-2013-12中国光大银行南昌分行现金柜员
工作描述:主要是从事各类现金业务的复核、零钞清点、大额现金清点等工作
2011-07-2012-05上海××××人才服务有限公司南昌分公司招聘专员
工作描述:负责公司的基层人员的招聘、工资发放,缴纳社保等一序列的劳务派遣工作。
2013-12-2015-01新华保险公司江西分公司综合柜员
工作描述:
1、保全业务的受理和权限内处理
2、理赔立案和结案处理
3、受理和处理简易案件
4、接受业务员、客户关于保全业务方面的咨询,对客户的投诉进行劝说和解释
5、保全归档文件管理及移交、扫描、打印、通知、发放、回收、整理、保管和移交等,确保保全档案管理规范完整
6、宣导和培训内勤及业务员保全业务规则
7、报送及跟踪保全问题件及签报
8、根据单证管理规定,对各种有价单证进行登记、管理、保证单证使用的安全性。
教育经历
2009-09-2011-07江西农业大学市场营销本科
专业描述:主要学习市场营销及工商管理方面的基本理论和基本知识,接受市场营销方法与技巧方面的基本训练,具有分析和解决实际营销问题的基本能力。
自我评价
性格热情开朗,待人友好,为人诚实谦虚。工作勤奋,认真负责,能吃苦耐劳,尽职尽责,有耐心。具有亲和力,平易近人,善于与人沟通。责任心强,有独立工作能力强,吃苦耐劳,有团队精神,具有良好的策划、组织、协调、管理能力,做事细心和有条理,善于独立思考、逻辑能力较强.
阅读延伸:财务策划师需求学习的知识
高级注册财务策划师(SRFP)
This is the final level of the RFPI qualification and demonstrates competence in all aspects of financial management plus the strategic management skills. Fellows will have completed the full examination structure and have a minimum of three years experience in a senior financial planning capacity. A Fellow Member may use the designatory letters SRFP.[1]
财务策划师(ARFP)
The Financial Planning Technician has an important role to play, either as support staff to the professional (where they undertake sub professional work in the field of financial management) or by taking the role of private banking in a smaller organisation, where an outsourced professional accountant provides the service of supervision and monitoring. The RFPI offers this technician grade qualification to individuals who, for whatever reason, are unable to continue or do not wish to continue with their studies. A Financial Planning Technician may use the designatory letters ARFP, and the title Incorporated Associate Financial Planner.[1]
注册财务策划师(RFP)
This is the first level of professional membership offered to individuals who have not yet completed the full examination structure but possess the relevant professional work experience. A Full member of RFPI has the level of competency considered necessary to complete the final Financial Planning of a business. They will have the ability to interpret Financial Planning, which will assist in day to day management decisions. A Full Member may use the designatory letters RFP.