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高净值业务推动岗

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高净值业务推动岗

Generali China Life

高净值业务推动岗

2 months ago

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Important information


Contract type:

Permanent

Location:

Nanjing, Jiangsu, China

Work mode:

Onsite

Published on:

11 August 2026

What they need


该职位来源于猎聘 工作职责: 1、制定高客业务发展规划与运行模式,确定高客工作流程并贯彻落实,以达成高客经营目标; 2、整合公司内外部资源,策划、组织、推动高客活动,提高高客转化率; 3、推动分公司高客营销队伍建设及高客绩优体系的搭建; 4、落实高客内部培训体系,培养队伍法商、税商、企商全面的专业知识以及保险金信托规划和落地的能力; 5、深入经营高净值客户,挖掘客户需求,助力代理人做好高客开拓、关系养成、KYC、大单促成; 6、定期收集渠道和机构对高客业务的需求反馈,整合资源提供解决方案; 7、上级领导交代的其他项工作; 任职资格: 1.学历:本科及以上学历; 2.工作年限:5年以上相关岗位工作经验,有同业同岗位经验者优先; 3.个性要求:善于沟通,有目标感,有一定的抗压精神; 4.其他要求:熟练应用Office办公软件。

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