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标题: 求同志们帮忙看看会员资格申请资料 [打印本页]

作者: tifa_adiru    时间: 2015-9-10 17:35     标题: 求同志们帮忙看看会员资格申请资料

好不容易考完三级了,申请资格遇到两座大山,一个是工作经验,一个是推荐人
product director
1. Responsible for the design and development of financial products.
2, responsible for conducting due diligence
3, responsible for organizing the road show
4, responsible for the maintenance of high net worth clients
5, other

client manager
1, responsible for the establishment and maintenance of bank customer relationship.
2, responsible for the management of customers in the bank's assets, including the analysis of customer financial needs, investigating the customer's risk tolerance, making investment recommendations, continue monitoring and adjusting customer's investment.
3,responsible for writing investment report.
4, others.
上面是一个三投资管理公司产品总监,下面是一个银行客户经理,请问工作职责写成这样可以么?会不会偏题,字数少不少?
另外求推荐人,一个都尼玛不认识,怎么破
谢谢大家献计献策!
作者: sisirabbit    时间: 2015-9-20 18:34

要把你的工作经验跟decision making联系起来,比如在做客户经理的时候做了哪些决定或者如何帮助别人做决定
作者: sisirabbit    时间: 2015-9-20 18:35

我还在准备申请,最近看的官网上的tips是这么写的,你可以参考一下
作者: jiawei333    时间: 2015-9-21 16:38

过于简单了  同学

好歹你去招聘网站去抄抄
作者: shiverson    时间: 2015-9-25 12:52

cfa官网上有介绍,照猫画虎地写应该问题不大!越具体越好,千万别太general




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