专题:2024“银华基金杯”新浪·理财师大赛
经过初赛答题筛选,复赛客问我答、主题论述两轮考核,2024第八届“银华基金杯”新浪理财师大赛个人赛复赛落下帷幕,个人赛全国十强理财师终于诞生,他们将于全国总决赛角逐冠亚季军。其中,浙商银行上海分行张雯雯入围2024“银华基金杯”新浪理财师大赛个人赛十强。
以下为选手简介:
9年银行零售从业经验,5年一线私人银行客户经理,在职期间服务200+私人银行客户,AUM14亿,年中收800万,4年中后台零售产品经理工作经验,对于银行零售各类产品较为熟悉。对于宏观市场、资产配置有较为深入的理解。曾获得浙商银行东部片区私人银行专业技能竞赛“资产配置达人”称号。2023年获得中国私人银行精英赛(全国)个人优秀奖。基金从业资格/AFP/通过CFA二级。
大赛介绍:
“银华基金杯”新浪理财师大赛由新浪财经和银华基金联合主办,今年已是第八届。大赛致力于为广大理财师及所在机构提供展示形象、提升价值的舞台,选拔并表彰符合市场需求的优秀理财师,普及国民理财知识,推动中国财富管理事业健康繁荣发展。
责任编辑:胡尊波
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