上海安邦投资咨询有限公司
期货客户经理
1 month ago
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Important information
Contract type:
Permanent
Location:
Beijing, China
Work mode:
Onsite
Published on:
26 September 2026
What they need
该职位来源于猎聘 高净值客户经理 任职要求: 1、硕士及以上学历,市场营销、工商管理、金融等相关专业优先; 2、5年以上企业客户拓展/高净值客户财富管理/高端圈层运营相关经验,有金融、高端服务、企业服务行业背景优先; 3、拥有优质企业客户资源或高净值客户圈层资源,具备独立拓客及资源整合能力; 4、精通企业客户分层运营、定制化解决方案设计,具备商务谈判、项目运作、大客户关系维护、跨部门协同能力。 工作职责: 1、搭建企业客户+高净值客户双客群分层体系与精准画像,制定差异化市场拓展策略并落地; 2、负责项目的全周期管理,包括机会挖掘、需求诊断、方案定制、商务洽谈及长期客户关系维护。 3、组建并管理市场拓展与客户服务团队,制定团队SOP(拓客/服务/复盘)与考核体系,完成团队业绩目标; 4、跟踪行业趋势与客群需求变化,优化拓客与服务策略,沉淀可复制的客群运营方法论。
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