What are the positions in the financial industry and what are the job responsibilities?

Financial industry. The most popular positions are: Analyst and Management Consultant (responsible for the collection and analysis of various market data, the importance of this position is becoming more and more obvious), Manager.

Brokers and analysts.

1: **Analysis and management consultants: responsible for the collection and analysis of various market data, the importance of this position is becoming more and more obvious.

Second: economic analysis and management consulting personnel The industry distribution of economic analysts is very wide, but generally only multinational corporations, large and medium-sized enterprises and economic decision-making departments and public research institutions in various industries will be set up.

The management consulting personnel mainly flow to some consulting companies, such as IT consulting, marketing consulting, listing counseling, etc.

Three: Brokers: The quality requirements of brokers are mainly concentrated in two aspects:

First, a solid knowledge of finance; second, the investment experience based on long-term observation of the market; Since investment is a high-risk, high-yield investment, as a broker, we must grasp the regularity through the study of the trend of changes in the regime market, and combine the analysis of various factors that affect the market, and gradually accumulate and have considerable investment experience and skilled business operation ability.

Its responsibilities can be roughly divided into: responsible for the financing of a certain **; Responsible for the operation and management of **; Responsible for the listing and post-listing monitoring of **. At present, there is a shortage of talents in this area, and the prospects for their careers are promising.

Five: ** Analyst, which is also a popular position in the financial industry at present. Analysts mainly provide investment consulting services for investors, as well as hold relevant lectures and reports.

Analysis meetings, etc., some analysts publish stock review articles in newspapers and periodicals, as well as provide investment services through the public such as radio and television.

In the financial industry, there are positions such as brokers, investment banking managers, financial analysts, actuaries and managers.

1. **Broker.

Since investment is a high-risk, high-yield investment, as a broker, we must grasp the regularity through the study of the trend of market changes, and combine the analysis of various factors that affect the market, and gradually accumulate and have considerable investment experience and skilled business operation ability.

2. Investment banking business manager.

Many people in the non-financial circle do not understand what kind of existence investment banks are, and in fact, many people in the financial circle may not be clear. China's investment bank is basically another alias for brokers.

The profit margin of investment banks is generally very high, and the business scope is relatively wide, such as equity financing, debt financing, mergers and acquisitions, financial advisory, etc., which have high requirements for talents, so the salary is also beyond the reach of many other industries. People with a slightly lower education level and want to enter the investment bank can take a CFA exam as a springboard for transformation.

3. Financial analyst.

As long as there is a transaction, there will be a financial analyst, as the "gold collar class" of the investment community, financial analysts play an important role in the bank, **, **, etc., to analyze the profit margin, liquidity, solvency, etc., and provide buying and selling advice.

The main positions in the financial industry include financing specialists, investment and financing project managers, foreign exchange traders, first-class traders, product research and development personnel, insurance salesmen and other positions. It is inseparable from finance, and different positions have different roles.

The financial industry, like other industries, also has managers and technical personnel, his managers are usually the general manager or department heads, etc., and the technical personnel are usually financial planners, planners and the like.

Front desk positions include customer service and customers.

Managers, Investment Advisors, Key Account Managers, Analysts, E-commerce, Sales Department, IB Department, Marketing Management Department, etc. The back-office positions are mainly in IT, finance, risk control, trading, settlement, legal affairs, corporate publicity, administration, human resources, compliance inspection, financial engineering, fixed income, wealth center, product issuance and other departments.

The financial industry can also be subdivided into many categories, such as the bank's insurance industry. The bank has counters, wealth managers, lobby managers, etc., as well as financing specialists, investment and financing project managers, foreign exchange traders, etc.

There are investment and financing project managers, financial consultants, and financial directors. Participate in project negotiations, organize project coordination and execution. Actively seek project resources, be responsible for tracking and liaising with project progress, and formulate project feasibility reports.

Excavate and guide customer needs, and guide customers to accept our company's service model and concept through public relations negotiations with customer executives.

1. President.

2. General Manager.

3. Part of the person in charge.

4. Financial planner.

5. Sales staff.

Basically, there are several positions in the financial industry.

Wealth management sales staff, general manager, chairman, heads of various departments, security guards, cleaners, front desk reception staff.

Find customers, write project investigation reports on financing and loan projects, analyze with customers, and investigate the real situation of the projectRisk controlAdopted by the meeting.

Auxiliary intermediary financial positions: It is to obtain income by matching various financial exchanges and providing transactions and information services. For example, investment banking, consulting companies, data service companies, or law firms, trading platforms, etc., can actually be classified as auxiliary intermediary financial positions.

To put it simply, although the position of auxiliary intermediary does not directly become the two parties to the transaction or is deeply involved in financial activities, all the work will be used for reference and applied to the work of investment and financing, so as to provide auxiliary support for the core work of finance.

Precautions for entering the financial and banking industry for the first time

First of all, the business should be fine. Many newcomers who have just entered the bank with fierce branches start from the teller post, which seems simple and boring, but it is also an opportunity to hone their minds and increase their understanding of the industry, and the attitude of being a teller determines your work attitude.

Try to be careful about every business, know and motivate every customer, and make the business refined.

After doing your job well, you must learn the business of other positions. Because these businesses will allow you to accumulate and remember that all opportunities are for those who are prepared. Iron also needs to be hard.

If your own business is not proficient, even if you have relationships and backgrounds, the path to rise is limited.