郑州艾力斯家庭服务有限公司
理财经理
2 months ago
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Important information
Contract type:
Permanent
Location:
Guangzhou, Guangdong Province, China
Work mode:
Onsite
Published on:
15 August 2026
What they need
该职位来源于猎聘 主要职责 - 扩大理财客户群，并与理财客户建立长期关系 - 根据客户的财务需求提供合适的金融及投资产品服务，管理客户的财富 - 向潜在客户推广理财服务，发掘他们的需求并且在适当的情况下推荐客户至其他业务部门 - 配合执行分行改进措施，反映客户的意见，并确保符合分行的运作要求和品质保证 岗位要求
- 本科及以上学历，金融、商科或相关学科更佳，三年以上银行个人金融理财工作经验，具备基金从业资格证 - 具有前线客户服务经验，善于建立客户关系 - 具有优秀销售及客户服务技巧，善于沟通及人际交流 - 以客户为本，致力为客户提供优质服务 - 了解并对金融市场有浓厚兴趣 - 成熟独立，能在压力下有良好表现 - 具有出色商业思维及敏锐人际技巧 - 普通话及英语流利
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