北京掌上先机网络科技有限公司
资产配资高级顾问
2 months ago
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Important information
Contract type:
Permanent
Location:
Dalian, Liaoning, China
Work mode:
Onsite
Published on:
15 August 2026
What they need
该职位来源于猎聘 【工作内容】 - 协助客户进行资产配置规划，提供专业的投资建议； - 分析市场动态及客户需求，制定个性化的财富管理方案； - 与客户保持良好沟通，维护长期合作关系； - 参与公司组织的培训及业务拓展活动，提升专业能力，完成公司下达的销售目标。 【任职要求】 - 专科及以上学历，金融、经济、会计等相关专业优先； - 具备良好的沟通能力和客户服务意识； - 对金融市场有一定了解，有相关实习或工作经验者优先； - 工作认真负责，具备较强的学习能力和团队合作精神
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