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资产配置经理

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Onsite

资产配置经理

不凡帝范梅勒糖果(中国)有限公司

资产配置经理

1 month ago

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Important information


Contract type:

Permanent

Location:

Guangzhou, Guangdong Province, China

Work mode:

Onsite

Published on:

22 September 2026

What they need


该职位来源于猎聘 岗位职责: 1、为客户提供专业的资产配置建议,帮助客户实现财富增值; 2、定期进行市场分析,跟踪市场动态,为客户提供最新的投资建议; 3、与客户建立良好的沟通渠道,了解客户需求并提供个性化服务; 4、协助客户制定长期的投资计划,并监督实施过程。 岗位要求: 1、具备金融、经济等相关专业专科及以上学历; 2、具有3年以上相关工作经验,熟悉资产管理或投资领域; 3、具备良好的沟通能力和客户服务意识; 4、能够承受一定的工作压力,适应快节奏的工作环境; 5、具有较强的逻辑思维能力和分析判断能力; 6、拥有CFA、CPA等专业资格证书者优先考虑。undefined

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