(中英文)金融业专业应聘简历
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Sample CV
(This sample is for reference purpose only and is not a real resume for specific ones)
PERSONAL INFORMATION
Name English Name (Chinese Name)
Date of Birth Jan. 1, 19xx
Gender Male/Female
Nationality: Singaporean
Marital Status Married/Single
Current Location Shanghai
EDUCATION & QUALIFICATIONS
19xx/09-19xx/06 XXX University
BA of Finance
Certificate CFA Level 1
PROFESSIONAL EXPERIENCE
2001/06-Present ABC Bank, Shanghai Branch
2004/03-Present Sales Manager
Reporting To: sales director
Subordinate population: 3-10
To analyze the market environment and trend and then provide appropriate
transaction suggestions to customers.
To design tailor-made derivatives products for customers’ requirement according
to market circumstance and customers’ financial status.
Customer-base coverage:
Local banks: xxx, xxx, xxx
Insurance Corp: xxx, xxx, xxx
As a member of HK treasury sales & marketing team, I am mainly based in
Shanghai and assume the responsibility for national-wide coverage.
Reason of transfer：
2001/06-2004/03 Marketing Manager
Reporting To: marketing senior manager
Subordinate population:: 3-10
To take advantage of various derivatives tools, such as plain vanilla option, exotic
option, interest rate swap, currency swap, swap option, equity linked, credit linked,
commodity linked products, etc. to help customers to manage forex assets and
liabilities more effectively.
I consequently built up a substantial customer base since years of struggle in the
field.
Reason of transfer：
2000/05-2001/06 DEF Bank, Beijing Branch
Treasury Sales
Reporting To: treasury head
Subordinate population:: 3-10
Main responsibilities: customer relationship maintenance and development,
customer-oriented solution recommendation to help customer achieve financial
target by derivative products
Customer base: mainly FIC & JV
Reason of transfer：
1997/08-2000/05 XYZ Bank, Shanghai Branch FX Dealer & Treasury Sales
Report to：
Subordinate population: 3-10
Main responsibilities: Forex exposure risk management; customer-oriented
solution recommendation to help customer achieve financial target by derivative
products
Customer base: mainly SOE
Reason of transfer：
Self Appraisal
1. Please summarize your working experience including management experience
2. Please list down your professional knowledge & skill
3. What do you think of your major achievement?
4. Please describe your personality?
5. What license or qualification do you have that make you feel you are skillful in your field?
6. How about your foreign language ability?
7. How you picture your career and what is your career plan?
8. Please list down your current package, including bonus, profit sharing, allowances, etc.
履历样本
(这个履历样本为虚构,仅供参考,如有雷同纯属巧合)
个人信息
姓名 李 明
出生日期 19xx.01.01
性别 男
国籍 新加坡籍 婚姻状况 已婚
目前所在地 上海市
教育背景
1993/09-1997/06 xx大学 国际金融本科
所获证书：
职业经历
2001/6-至今 ABC银行北京分公司，北京
2004/3 - 至今 北京地区渠道负责人
汇报主管：
下属人数：
已经在北京地区建立客户资源和拜访了大量的客户
任营业部副总经理期间，组织建立了xxx路营业部，在当时，营业部的设施等均为业内前列，属于xx证券经济业务部直属营业部。
初期个人引进的客户保证金和市值达2亿多元，为营业部在以后两年的发展奠定了扎实的基础
在公司负责直销配合渠道销售方面也积累了一定的业绩和大量的客户资源
转换原因：
2001/6 – 2004/3 北京地区营销负责人
汇报主管：
下属人数：
负责国债期货自营，在国债期货暂停后,操作过半年的商品期货,取得优秀的业绩
1997任上海总部经纪业务部经理，管理上海的3家营业部
转换原因：
1999/9 – 2004/10 DEF银行上海分行, 上海
投资部经理、经济业务部经理
汇报主管：
下属人数：
1997任上海总部经纪业务部经理，管理上海的3家营业部
2002年被总公司授予xx证券十大明星业务员
2004年上半年全国营销部经理KPI考核第一名
领导xx证券东方路营业部的的营销团队在本公司全国营业部2003年上半年营销评比中获第三名
转换原因：
自我分析评估
1. 您拥有多少年工作经验？都涉及哪些领域？
2. 您有多少年的管理经验？（从何时开始带直接下属?直接下属最多时有多少人？）
3. 您具备何种专业知识技能？
4. 在工作上,您认为您有哪些最大的成就？
5. 您觉得您是什么性格的人？
6. 您在工作上取得的专业证照有哪些？
7. 您的外语能力如何？
8. 您如何规划您的职业? 您的职业目标是什么？对哪些领域及类别的职位最感兴趣？
9. 请详细列明您目前薪资福利状况
