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银行资产管理

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Onsite

银行资产管理

广州欧数信息科技有限公司

银行资产管理

3 months ago

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Important information


Contract type:

Permanent

Location:

Foshan, Guangdong Province, China

Work mode:

Onsite

Published on:

20 August 2026

What they need


该职位来源于猎聘 岗位职责: 1、为客户提供专业的投资咨询服务,包括但不限于资产配置建议、产品推荐等; 2、维护客户关系,定期跟进客户需求,提供个性化的投资解决方案; 3、参与市场调研,收集行业信息,分析市场动态,为公司投资策略提供建议; 4、组织并参与客户交流活动,提高客户满意度及忠诚度。 岗位要求: 1、金融、经济或相关专业专科及以上学历; 2、具备至少3年以上的投资顾问或相关工作经验; 3、熟悉金融市场运作机制,了解各类投资产品的特点和风险; 4、良好的沟通能力和客户服务意识,能够独立开展工作; 5、具备较强的分析能力和逻辑思维能力,能够进行市场分析和客户分析; 6、具有良好的团队合作精神和抗压能力; 7、持有相关金融资格证书者优先考虑。undefined

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