The so-called specialized course, that is? Teller-financial planner? Senior financial planner? Third-party wealth management company-set up wealth management studio? The development mode and management class naturally develop in the direction of bank executives.
Make an action plan: It is not enough to make a career goal, but also to have a specific action plan to support it, so that it is possible to achieve your goal step by step. The following is a feasible action plan for career development.
The first step: based on the existing position, use spare time to learn financial management knowledge and further clarify career goals.
Step 2: Learn to charge fees and get an industry-recognized financial planner certificate by the end of next year at the latest.
Step 3: Accumulate communication skills and skills to get along with customers, and accumulate professional knowledge related to financial markets. If you have the conditions, take more training courses in the School of Finance and Management. Through the existing resources of the bank, carry out internal job exchanges and engage in related work of financial planners.
Step 4: Accumulate work experience and professional skill level in 2-3 years. With the help of the banking platform, we will accumulate our own customer resources and network resources and move towards the direction of senior financial planners.
Step 5: Join a third-party financial institution in the next 3-5 years. At present, the financial market has begun to be subdivided, and there will be more and more third-party financial institutions in the future.