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一家financial service公司找我去做基金销售, 想听听大伙的想法
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一家financial service公司找我去做基金销售, 想听听大伙的想法俺: master, engineering. 老实说,不太想做所学的方向, 这是在jobsdb上撒网碰到的一个职位.

去interview过一次, 其实就是聊天,我也是抱着看看别的行当都在做些啥的态度去的.director也很nice..

在本地是不是很多人(citizen, PR) 已经在用CPF买基金了? 我觉得那样的话,以个人的能量不容易找到大量的客户..

不知道销售保险的人都是怎么迈出第一步的.


想听听大伙的想法, 无论正面负面都谢了


[IVLE (1-25 17:24, Long long ago)] [ 传统版 | sForum ][登录后回复]1楼

我在某bank marketing (就是管那些sales的) 实习的时候听说...银行作基金sales, fresh grad ~ 5000 - 10000 per month. (normal case)

but not everyone can do it. It also means u have to devote much personal time into it. (and ur committement might be much more than time.)

frankly, i dun think its a suitable position for a foreigner with a master degree.
[AXL (1-26 0:14, Long long ago)] [ 传统版 | sForum ][登录后回复]2楼

(引用 AXL:我在某bank marketing (就是管那些sales的) 实习的时候听说...银行作基金sales, fresh grad ~ 5000 - 10000 per month. (normal case) b...)谢谢,..我也听说慢慢上手之后做销售还是很赚钱的.

上次去谈的时候, 对方也提到了基金经纪公司与银行的比较:
银行卖的基金相对有限(at least ocbc won't sell those related to DBS, but they do sell some unit trusts provided by common fund houses), 但不用出去找客户,总有人进银行的门.

而基金经纪公司已经有基本上所有基金的销售权,买者有更多的选择. 但需要努力找客户.


thanks for ur opinion, appreciate it!
[IVLE (1-26 15:23, Long long ago)] [ 传统版 | sForum ][登录后回复]3楼

it s a hard job though[pinkhil (2-9 16:32, Long long ago)] [ 传统版 | sForum ][登录后回复]4楼

if you really want to do sales, go to the bankw/o network, I think it is really difficult to do sales @ financial companies.

Banks at least have walk-in customers
[大象 (2-11 1:55, Long long ago)] [ 传统版 | sForum ][登录后回复]5楼


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