香港广达理财集团乃亚洲首屈一指之独立理财顾问，为香港政府辖下证监会之注册投资顾问，亦为强积金中介人公司和香港专业保险经纪协会会员。逾50年的综合经营经验，运用对环球财务具有前瞻性的认识，提供独特精选的金融产品，以满足客户及其世代所需。自创建以来，广达在亚洲地区理财领域日渐茁壮，更锐意为目标客户群体提供全新而原本隶属于传统银行擅长之私人银行式的理财服务。
广达理财集团扎根香港，服务全球，其服务客户超过二万三千多，五百多位专业人员组成之团队，管理逾亿美元投资资产，成就非同凡响。
广达理财集团上海个人财富管理中心，集合业界精英，借助中国国家理财规划师专业认证体系（国家劳动和社会保障部负责职业资格鉴定），依托国内外著名金融集团综合业务平台，提供全球多元化金融服务。
中心将以“专业，独立”为核心理念，以各类个人理财研究成果为工具，面向金融机构和个人，推动个人理财规划的服务模式，为客户提供全面独特的私人财富管理解决方案。
中心拥有业界完备的培训机制、薪酬体系以及客服后援支持，是有志于在金融行业创业成功者的最佳舞台。
About Us
Grandtag Financial Consultancy Group is a leading independent consultancy firm in Asia. We are registered with Securities and Futures Commission (SFC) as an investment advisor and with Mandatory Provident Schemes Authority as MPF Intermediary (corporation) and are regulated by Professional Insurance Brokers Association Limited. Having over 50 years of combined experience and a global perspective, we are committed to serving our clients generation after generation by providing unique and selected financial products to meet their special needs. Since its establishment, Grandtag is constantly growing in strength in Asian Financial Consultancy field and keeps the aim to provide our target clients with the new wealth management service as the private banking service they enjoyed in traditional banks.
Headquartered in Hong Kong, Grandtag Financial Consultancy Group makes outstanding achievements through our more than 500 professional staffs’ contributions in servicing over 23,000 clients all over the world and managing over 100 million US dollars investment funds.
Grandtag Financial Consultancy Group Shanghai Individual Wealth Management Centre, gathering the industry elites with the qualification of Certified Financial Planner (CFP) (attested by Ministry of Labour and Social Security. PRC), provides diversified global financial services on the integrated services platform supported by world-known financial groups both home and abroad.
With the concept of profession and independence at the core and opening to financial institutes and individuals, the centre develops the individual wealth management service to service the clients with all round and unique individual wealth management advising projects.
Containing the perfect training system in the industry and supported by the compensation system and customer service system, the center holds the ambition to become the best stage for the successful individuals in financial industry.
中国金融理财行业介绍
随着中国经济的腾飞，国内富有阶层迅速崛起，但是会赚钱并不意味着会理财，由于缺乏足够的时间和专业知识，科学理财是高端有产阶层及中产阶层人群的“软肋”，因此这类阶层急需理财专业人士来为他们打理财富，使资产在安全稳健的基础上达到保值和增值。
随着2006年度国家理财规划师全国统一考试的实施，进一步标志着专家理财职业在国内已成为一个热门新兴职业。随着金融市场全面对外开放，混业经营状态即将来临。以贵宾理财为代表的顾问式金融行销已成为金融机构应对激烈市场竞争和开展个人金融服务的重要手段。不难预见理财规划师或者独立理财顾问将成为继律师、注册会计师后，国内又一个具有广阔发展前景的金领职业。
面试须知:
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