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非银机构部机构销售(北京)

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Onsite

非银机构部机构销售(北京)

国投瑞银基金管理有限公司

非银机构部机构销售(北京)

2 months ago

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Important information


Contract type:

Permanent

Location:

Beijing, China

Work mode:

Onsite

Published on:

18 August 2026

What they need


该职位来源于猎聘 岗位职责: 1、推动和扩大与目前机构客户的合作范围及渠道,同时拓展新的机构客户; 2、主动发掘客户需求,负责潜在目标机构客户的市场调研、分析以及沟通洽谈; 3、挖掘机构客户需求,为客户提供整体投资解决方案; 4、参与组织机构客户策略会议,协调公司投研团队与机构客户的交流活动; 5、定期维护客户信息、工作日报、周报、客户档案; 6、部门领导交办的其他工作任务。 岗位要求: 1、金融、经济、管理等相关专业本科及以上学历; 2、1-5年及以上公募基金、保险、信托等金融产品的机构销售相关经验; 3、有进取心、工作积极主动,并善于沟通和协调; 4、较强的团队协作能力和客户服务意识; 5、具有良好的职业道德,诚实守信,廉洁自律,无不良从业记录; 6、具备基金从业资格。

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