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资产配置管理

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资产配置管理

广州欧数信息科技有限公司

资产配置管理

2 months ago

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Important information


Contract type:

Permanent

Location:

Chongqing, China

Work mode:

Onsite

Published on:

27 August 2026

What they need


该职位来源于猎聘 岗位职责: 1、负责为企业客户提供专业的资产配置建议和服务; 2、分析市场动态和客户需求,提供个性化的投资方案; 3、定期与客户沟通,了解其投资目标及风险偏好,并调整相应的投资策略; 4、参与团队讨论,分享研究成果,提升团队的专业水平。 岗位要求: 1、金融、经济或相关专业专科及以上学历; 2、至少3年以上投资顾问或相关领域工作经验; 3、熟悉各类投资产品,具备扎实的财务分析能力; 4、具有良好的沟通能力和客户服务意识,能够有效处理客户关系; 5、具备较强的学习能力,能快速适应市场变化; 6、持有相关金融资格证书者优先考虑。undefined 其他信息

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