华金证券股份有限公司
华金新锐(财富管理方向)
Skills
2 months ago
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Important information
Contract type:
Permanent
Location:
Shanghai, China
Work mode:
Onsite
Published on:
19 August 2026
What they need
该职位来源于猎聘 职责描述: 此方向培养兼具产品能力、客户运营能力与数字化思维的复合型财富人才,依托 AI 赋能客户画像、智能投顾、精准营销,搭建线上线下、机构零售一体化全域财富服务体系: 1、金融产品类:参与金融产品全生命周期管理,开展产品研究与适配性分析; 2、机构经纪类:参与机构客户与高净值客户开发维护,配合输出资产配置方案材料; 3、营销运营类:运营线上、线下用户生态,策划各类营销活动,驱动用户价值增长。 任职资格: 1、27届硕士及以上学历,金融、经济、市场营销、统计等相关专业; 2、沟通表达与市场洞察力强,具备客户服务意识,热爱财富管理行业; 3、有互联网运营、金融产品、机构销售相关实习经历优先; 4、学习能力强,具备创新思维,乐于接受新挑战。
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