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高净值客户经理(广州)

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Onsite

高净值客户经理(广州)

郑州艾力斯家庭服务有限公司

高净值客户经理(广州)

8 months ago

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Important information


Contract type:

Permanent

Location:

Guangzhou, Guangdong Province, China

Work mode:

Onsite

Published on:

7 August 2026

What they need


该职位来源于猎聘 岗位职责: 1.承接维护分支行财富客户,保持客户资产规模并取得增长,增加营收、提高客户忠诚度; 2.通过MGM和自拓增加财富客户,促进潜力客户升级; 3.以客户为中心,不断挖掘和满足客户需求,为客户提供个性化的投资建议和理财方案,实现客户财富的保值增值; 4.全方面满足客户需求,开展交叉销售,以资产配置方式向客户销售银行和集团各子公司金融产品,促进客户升级; 5.积极配合和参与财富团队管理,提供合理化建议,保持积极向上的团队氛围; 6.贯彻合规及风控制度要求,确保业务品质及合规。 职位要求: 1.学历:本科及以上学历; 2.经验:银行/券商/财富管理从业经验2年及以上,服务营销能力强,有财富理财经验者优先; 3.专业能力:熟悉银行产品,服务营销能力强,持有基金从业资格证优先; 4.素质要求:亲和力强,有服务意识和销售特质,责任心强,积极认真,抗压力强,沟通有说服力,纪律及合规意识强。 5.能快速到岗的优先考虑。 6.外资银行和平安、招商、中信、宁波银行从业者优先考虑。 注意:本职位的薪酬仅为底薪部分,不含提成。

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