3 thoughts on “Financial Xiaobai, how to switch to the financial industry”

  1. Transfer of finance will mean that you come into contact with a brand new industry, new positions, the following are some of the industry, positions, skills, certificates, etc.;
    . Industry
    Overall is divided into buyers and sellers. For example, brokers are sellers, selling IPO projects, retail business retail, etc., which belong to the mall type. The fund trust is the buyer, fundraising and then investing in profit, which is consumer. There are also intermediaries that are both buyers and sellers, such as banks, buying deposits and loans to eat spreads; for example, PE and VCs, buy unlisted companies to transfer to the next home.
    1, banks: the largest participants in the financial industry
    The domestic business, domestic business, international business, bank investment banking business, interbank market business;
    2, trust: Finance: Finance: Finance: Finance: Finance Product supermarkets, everything can be made into trusts
    infantile trusts, political and letter cooperation trusts, mining trusts, real estate trusts, equity investment trusts, securities and futures product trusts, alternative trusts, according to the product can also be divided into various categories of various categories Other trusts;
    3A, securities futures-brokerage
    If securities futures brokerage (business department) and consulting business, investment banking business, financial advisory business, industry research institute, asset management business, self-operated business, direct investment business;
    3b, securities and futures-fund
    Princh funds, private equity funds (secondary market);
    4, insurance institutions
    R n5, equity investment institutions
    Angel investment, VC (venture capital institution), PE (private equity investment institution), PE (black stone, KKR, etc. to make privatization of listed companies mergers and acquisitions);
    6 、金融监管rn人民银行、银监会、保监会、证监会;rn7、交易所rn证券交易所(深交所、上交所)、商品期货交易所(上期所、郑商所、 Big Commercial Office, Bei Stock Exchange), New Third Board, Local Equity Exchange (Qianhai Equity Exchange Center), local property exchanges, registration and settlement institutions (China Registration and Settlement Company)
    8, securities market professional institutions ( Except for securities firms)
    The law firms, accounting firms, asset evaluation agencies, credit rating agencies.
    9, non -bank payment and credit institutions and new Internet financial institutions
    third -party payment institutions, small loan institutions, P2P online loan platforms, crowdfunding platforms
    10, other financial companies r
    Is financial holding group, asset management company, financial leasing, guarantee company, third -party wealth management,
    , post
    The seven of the Chinese full licenses of the financial industry are banks, trusts, insurance, insurance , Brokerage, Fund, Futures, Financial Leasing.
    The employees of each sub -industry are divided into front, middle and backstage, with business posts, operating posts, technology posts, management posts, etc. The definition and division of these positions in each industry is different. , Speaking of business posts, for examples, there are broker and trader and dealer. It is still larger;
    . Skills and qualification certificates:
    The domestic financial markets have great demand for financial talents, especially for financial analysts, financial engineers, franchise managers, funds Manager, actuary, vice presidential executives, inspecting supervisors, product developers, back -office staff (experience in finance, settlement, tax) and other nine categories of talents.
    Financial analysts (CFA): In developed countries and regions such as Europe and the United States, obtaining CFA qualifications is almost a necessary condition for entering the investment field. Only 35,500 people have passed the exam worldwide. With this qualification, the demand for CFA in the next three years will exceed 5,000 people.
    Financial engineers: Pay attention to the operability of financial market transactions and financial instruments, apply the latest scientific and technological means, large -scale processing methods (engineering methods) to the financial market, and create new financial products and trading methods, so as to Win profit, avoid risks or improve services for participants in the financial market.
    Cochromean manager: more than 5 years of work experience in financial institutions, with a good economic foundation and at least two investment areas. The high requirements are high and few people can pass.
    If investment management talents: The market urgently needs a large number of investment management talents. These investment management talents mainly include venture capital talents, financial leasing talents, financial business representatives, personal investment consultants, etc.
    In audit supervisors: Those who have the ability to win, are willing to change jobs only at 30%to 40%higher than the original salary.
    Certificate: Certificate with a more gold -containing financial industry includes
    Conal Financial Analysts (CFA), National Wealth Management Planning (CHFP), US Financial Risk Manager (FRM)
    US registered financial planning Division (RFP), registered financial advisor (CFC), Certified Public Accountants (CPA), securities employee qualification certificate, fund practitioners qualification certificate, futures employee qualification certificate, and banking vocational qualification certificate, etc.;

  2. 1. The financial industry refers to the bank and the insurance industry, as well as the insurance industry. In addition to the industrial economic behavior, the others are related to the financial industry. The financial industry refers to a special industry that operates financial commodities. It includes the banking, insurance, trust industry, securities industry and leasing industry.
    2, switching to finance will mean contacting a brand new industry, new positions, generally requires professional skills and certificates of their posts.

    This reminder: The above content is for reference only, no suggestions.
    The response time: 2021-03-26, please refer to the official website of Ping An Bank.
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  3. Considering the fund, securities, and futures certificates, we can obtain the door -to -door brick certificate in the financial industry.
    If you have no financial -related experience and no certificate, it will be quite difficult to enter the financial industry.

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