广州欧数信息科技有限公司
资产配置顾问
3 months ago
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Important information
Contract type:
Permanent
Location:
Wuhan, Hubei, China
Work mode:
Onsite
Published on:
17 August 2026
What they need
该职位来源于猎聘 岗位职责： 1、为客户提供专业的资产配置建议，帮助客户实现财富增值； 2、定期进行市场分析，跟踪市场动态，为客户提供最新的投资建议； 3、与客户建立良好的沟通渠道，了解客户需求并提供个性化服务； 4、协助客户制定长期的投资计划，并监督实施过程。 岗位要求： 1、具备金融、经济等相关专业专科及以上学历； 2、具有3年以上相关工作经验，熟悉资产管理或投资领域； 3、具备良好的沟通能力和客户服务意识； 4、能够承受一定的工作压力，适应快节奏的工作环境； 5、具有较强的逻辑思维能力和分析判断能力； 6、拥有CFA、CPA等专业资格证书者优先考虑。undefined
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