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金融行业投资顾问

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Onsite

金融行业投资顾问

北京宝利翔源投资有限公司

金融行业投资顾问

2 months ago

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Important information


Contract type:

Permanent

Location:

Beijing, China

Work mode:

Onsite

Published on:

4 September 2026

What they need


该职位来源于猎聘 岗位职责: 1. 根据岗位目标,完成任务; 2. 积极参与筹划集团、部门举办的相关市场活动; 3. 能够独立开发拓展高净值,将潜在人选转变为意向人选,并最 终成交; 4. 负责维护关系,为人选提供专业的咨询服务。 任职资格: 1. 大专及以上学历,金融、经济、营销类等相关专业优先考虑; 2. 1 年以上经验,有银行、证券、信托、保险、基金等行业工作经验者优先; 3. 有丰富的行业资源,能够独立开发; 4. 具备良好的沟通协调能力,较强的团队合作精神和高度的工作热情; 5. 理解并深入了解企业文化; 6. 具备基金从业资格证书。

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