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机构销售

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Onsite

机构销售

华宝基金管理有限公司

机构销售

2 months ago

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Important information


Contract type:

Permanent

Location:

Shenzhen, Guangdong Province, China

Work mode:

Onsite

Published on:

8 September 2026

What they need


该职位来源于猎聘 岗位职责: 1、负责区域内包括银行理财子、保险、年金、自营、私募、等各类机构客户,维护已有客户的关系,针对客户需求开展业务; 2、深入挖掘客户需求,为客户提供专业化的服务和解决方案; 3、积极拓展新机构客户,实现业务合作落地; 4、围绕公司整体业务规划,基金推动产品销售,完成公司制定的年度和季度考核计划。 任职要求: 1、本科及以上学历,具有3年以上公募基金、银行同业等机构销售工作经验,熟悉保险、银行、年金等机构业务体系,拥有良好的业务基础; 2、具有较强的学习能力,熟悉公募基金机构运作模式,金融专业知识扎实; 3、品行端正,踏实负责,有良好的沟通协调能力和团队合作精神,勇于面对工作中的压力与挑战。

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