Career planning for bank personnel

About the career planning of bank personnel

The days are like a fleeting moment, and before we know it, our work will come to an end again, and we will start a new round of work, so why not give it a try now? Make a good career plan for yourself. So do you really know how to write a good career plan? The following is a career plan for bank personnel that I have compiled for you. It is for reference only. I hope it can help you.

Career planning for bank personnel 1

1. Determine goals:

Overall goal: successfully complete academic and postgraduate studies, according to your career interests and Personal ability, and eventually become a worker in the insurance actuarial profession. Work in an insurance company or bank and become an upper-level person in the company.

It can be roughly divided into two stages

1. While in school, complete your studies with excellent results and improve some of your skills; develop your communication skills and awareness of new things. Adaptability

2. After leaving school, you will not be a slave to money. Keep learning, improve your various abilities, and hope to have your own career.

2. Feasibility analysis

1. Self-analysis:

I think that I have clear career interests and directions and have certain ability advantages, but I also have certain limitations. Ability disadvantage.

1) Ability advantages: Flexible mind, strong self-motivation, strong logical reasoning ability; believe in yourself, able to concentrate, be able to analyze and deal with problems objectively, have strict requirements on yourself, and often formulate Target.

2) Ability Weaknesses: Doing one thing a second time will definitely make a mistake; doing things too rationally, but sometimes it should be done according to routine; having serious individualism and sometimes not being able to listen to others of persuasion.

Therefore, we must give full play to our own advantages and cultivate our insufficient abilities. You should usually conduct more intensive training on your own shortcomings. For example, you should practice writing more, read more extracurricular books, broaden your horizons, etc.

2. Analysis of family environment:

My family’s financial ability can only maintain a normal life, and my study expenses are fully funded by loans. My parents' jobs are not stable enough, so their financial income is unstable. The cultural atmosphere of the family is average. My younger brother is in the third year of high school. Neither of my parents has completed the nine-year compulsory education, but they support us to complete at least college courses.

3. School environment analysis:

I studied at Northern University for Nationalities. The living environment is average, the teaching facilities are complete, and the teaching level is relatively advanced.

4. Analysis of social environment:

The competition for talents in our country is becoming increasingly fierce. It is difficult for college students to find jobs, the unemployment rate remains high, etc., which make our employment environment look not optimistic. Nowadays, more and more college students are graduating, and the demand is gradually saturated. However, statistics in our country is in the initial stage of development, and I am improving my professional abilities in the hope of standing out among tens of millions of applicants.

5. Analysis of professional environment:

In our country, because actuarial science is an emerging profession, the demand for talents in this area is currently very large, and social demand exceeds supply. The prospects are good, but because of this , professional knowledge and skills are not developed enough (if you want to do practical work, it is best to go abroad to study and develop), and the remuneration is also very high.

6. Industry environment analysis:

In the future I hope to work in an insurance company. Actuarial science is still in its infancy in our country and is not strong enough; however, the scope of employment is relatively wide, and it can be found in medicine, insurance, economics, etc. It is easy to find a job and the salary is high, and there is a lack of such high-end talents and technologies in the country. ; We are advocating the cultivation of talents in this field; now we can take more certificates to make it easier for us to navigate the above-mentioned employment fields.

3. Career plan

It is the decomposition and combination of career goals, which is roughly divided into three stages.

1. College period: 20xx to 20xx

1) In the junior and senior years, learn professional knowledge in various subjects and master the basic knowledge of actuarial science.

2) I achieved a score of 600 in English level 6 before my senior year, and am actively taking the TOEFL, hoping to be able to talk freely with foreigners in English.

3) Obtain the National Computer Science Certificate III before junior year.

4) I have been learning Japanese since my freshman year, hoping to be able to communicate freely with business partners in Japanese.

5) Accumulate social experience through vacation internships (that are consistent with my major).

6) Insist on physical exercise

7) Learn from the advantages of others, constantly discover your own shortcomings, make minor corrections, and constantly improve your own cultivation.

8) Expand your social circle and enjoy friendship.

2. Five years after graduating from university: 20xx to 2018 (adaptive)

Educational goals: graduate with a master's degree and obtain associate actuary qualifications; pass GRE and English Advanced Interpretation Examination

Position goal: Budget assistant of a joint venture insurance institution

Ability goal: Have a theoretical basis for working in economic budgeting, and have certain practical experience through internships; be exposed to foreign-related business activities; Have authoritative qualification certification for English application ability; have certain academic ability and publish more than 5 papers.

Financial goals: part-time job during school, annual income of 10,000 yuan; annual salary of budget assistant is 70,000 yuan.

3. Basic stable stage

Academic goal: Pass the Certified Actuary Examination

Job goal: Budget worker at the headquarters of major insurance companies

Competency objectives: Proficient in handling this job, with work performance in a prominent position among colleagues at the same level; Familiar with various skills in the insurance industry, able to communicate with the company's upper management without hindrance. Have the psychological quality and ability to cope with emergencies; have a wide social scope.

Economic goal: annual salary of more than 200,000

4. Implementation methods

1. Education and training methods

(1) Make full use of the master’s degree The time spent studying in school before graduation can provide you with the required knowledge and skills. This includes participating in social group activities, reading relevant books extensively, taking electives and auditing relevant courses, applying for skills qualification certificates, etc. Time: Before 2018.

(2) Make full use of the training opportunities provided by the company to employees and strive for more training opportunities; obtain the associate actuary qualification certificate. Time: long-term

(3) Studying to be an actuary. Time: long-term

2. Discussion and communication methods

(1) Discuss and communicate more with teachers and classmates during school, and choose to communicate with some of them frequently after graduation.

(2) Actively communicate with your direct superiors at work and deepen your understanding; take advantage of the many advantages of alumni, participate in alumni networking activities, and frequently contact and communicate with them.

3. Practical training methods

(1) Exercise your attention so that you can think about problems and work normally in a noisy environment. Consciously train yourself in a big, noisy office.

(2) Develop good exercise, diet, and living habits. Ensure 6-8 hours of sleep every day and exercise at least three times a week.

(3) Make full use of your working conditions to expand your social circle, pay attention to your classmates’ social circle, and pay attention to your interactions with everyone, regardless of status or degree of intimacy.

5. Career Testing and Feedback

1Continuously look for gaps:

1. Advanced actuarial concepts and rich practical experience in foreign insurance;

2. The necessary skills and budgeting ability as an actuary;

3. Lack of quick adaptability;

4. There is a gap in physical adaptability.

5. The social circle is too narrow.

2 Ways to continuously narrow the gap:

1. Find your own shortcomings and continue to learn and improve.

2. Deepen discussions and exchanges with colleagues and learn from experts;

6. Success criteria

My success criteria are personal affairs, career, and family Coordinated development of life. Career Planning for Bankers 2

1. Foreword

For every college student, entering college is an important milestone in a person’s life. The college stage prepares for future work and life. Make appropriate preparations. In today's society, people pay more and more attention to self-development, perfection and realization, which requires us to make a comprehensive overall plan for our future and help us choose the most correct path that suits us.

2. Self-analysis

1. Personal growth

(1) Family environment analysis,

I grew up in an ordinary In the family, my father is rigorous and careful in his work, proactive in his career, and he is sincere and kind. My mother is gentle, kind, considerate and patient.

(2) Personality analysis

I am a cheerful and optimistic person. Most people describe me as easy-going, down-to-earth, and responsible. Be sincere to people, responsible for work, have strong coordination ability, and have strong adaptability to the environment. I have a wide range of interests, like reading, and have a broad range of knowledge. At the same time, he is good at sports events. But there are still shortcomings in my character. If self-control is not strong enough. Sometimes the position is not firm enough and it is easy to be indecisive. Not decisive enough in doing things,

2. Ability advantages

(1) Professional skills:

Microeconomics, macroeconomics, business etiquette, international trade, Principles of Marketing, Economic Mathematics. Obtained CET-4 in College English and Accounting Certificate. Through systematic study, I have a solid grasp of relevant knowledge in finance and can apply it freely, and have practical experience.

While in school, I mastered accounting, securities investment and other related skills. Passed the training of relevant courses and has good English application ability. I passed the College English Test Band 4 in my freshman year and obtained my accounting qualification certificate in my sophomore year.

3. Career Analysis

1. Finance Job Analysis

Finance jobs are a popular major in the talent market, involving the economic field, and their income And its treatment has always been what attracts the attention of many people. But at the same time, if you want to be outstanding in this area, you must have strong economic knowledge and quality. Therefore, if you want to stand out, you must constantly improve your professional qualities.

2. Analysis of recruitment conditions

With the gradual standardization of the domestic market, whether it is state-owned banks, private banks, securities investment companies, insurance companies, etc., their competitiveness is gradually reflected in Competition for high-end talent.

Because China’s financial industry has always been relatively weak compared to the financial industry of Western developed countries. The entry of powerful and well-managed international banks into the Chinese market will put strong pressure on the domestic financial industry. Therefore, for now and in the future, China's financial industry must have highly qualified professionals to further reform and optimize the strength and competitiveness of our financial industry.

4. Analysis of employment environment

With the continuous improvement of my country's market economy, the financial industry has also reached a deep water area. In the future, we will face competition from powerful international financial companies. At the same time, the development of the private financial industry in the domestic market will further develop into a fiercely competitive game. Therefore, the current status of the financial industry will change. If you want to survive and be strong in the fiercely competitive market in the future. Therefore, the new generation of financial talents will lead China's finance to a new stage.

5. Professional Analysis

Finance majors cultivate knowledge and abilities in economics, law, marketing, international trade, etc.

The high-quality talents cultivated can exert their professional advantages in banking, securities, insurance and other financial fields.

6. Establishing Goals

1. Undergraduate Stage:

Through studying at the undergraduate stage, you will be familiar with modern Western economic theories and master modern economics relatively skillfully. Analytical methods, the ability to expand and penetrate into economics-related fields, and senior professionals who can engage in economic analysis, forecasting, planning and economic management. There are a wide range of employment paths in a market economy.

2. Further study stage

The current employment situation is severe, so I started preparing for the postgraduate entrance examination in my junior year and enhanced my competitiveness through further study.

From 20xx to 20xx, while completing studies, I will strive to be admitted to graduate school.

20xx-20xx If you are successfully admitted to graduate school, you will have to look for internship opportunities during your graduate studies. For example, strive for some internship opportunities in securities companies and banks. Allow yourself to give full play to your interests and abilities in a new field of work.

If you are not admitted to graduate school as you wish, you will go to work and start from the most basic level, learn from work experience, and summarize work lessons. While working, constantly enrich yourself.

3. Work stage

Target occupation: Financial Director

Job description:

Participated in the analysis and demonstration of larger investment projects and decision-making;

Job requirements: Have comprehensive theoretical knowledge in accounting and modern enterprise management, be familiar with financial laws, regulations and systems, investment, import and export trade, corporate financial systems and processes; capital planning and financing and capital operation experience; ;