How to become a fund salesperson

Supplement: it depends on how many subjects you have applied for! If you apply for 5 subjects, it will be a bit hanging.

I suggest that it will be easier to report the basics, transactions and funds.

Every textbook is guaranteed to be read twice, and the probability of passing is still very high. Moreover, it is relatively easy to judge whether this year's questions are not deducted.

General recruitment requirements for large banks and funds

(1) Bachelor degree or above, majoring in economics and finance;

(2) More than 2 years relevant working experience;

(3) Experience in channel sales or institutional sales of funds, banks, securities and insurance companies is preferred.

This fund sales qualification certificate is a must.

Main work: responsible for developing, maintaining and managing fund sales channels, institutional customers and related marketing, and carrying out inter-provincial fund sales business.

It is required to know investors' investment objectives, risk tolerance, investment period and liquidity requirements, recommend fund varieties according to investors' objectives and risk tolerance, objectively introduce the risk-return characteristics of funds, and clearly remind investors of the risks of investment funds.

Fund salesmen and fund managers are two different things. The fund manager operates the fund and the salesperson sells the fund.

Personally, I think fund sales will be better, but it also depends on the stock market. When the stock market is good, nothing needs to be done. If it's not good now, you must attract customers yourself.