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上海分行-对公客户经理

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Onsite

上海分行-对公客户经理

平安健康保险股份有限公司

上海分行-对公客户经理

25 days ago

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Important information


Contract type:

Permanent

Location:

Shanghai, China

Work mode:

Onsite

Published on:

28 September 2026

What they need


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平安银行-上海分行

城市: 上海市 经验要求: 3年 招聘人数: 10人 今天

岗位职责:

  • 1、积极开拓并维护客户,整理、收集客户资料,了解客户的动态及需求,推广银行各项业务,拓展市场份额;
  • 2、协助客户完成银行经办各类业务所需的文件准备,完成授信个案的财务分析工作,撰写信贷核贷书,准备送审文件以及审贷完毕后各类会签文件;
  • 3、深刻理解公司客户需求并为其制定个性化金融服务方案;
  • 4、严格执行我行信贷政策及相关规范要求,做到合规经营。

岗位要求:

  • 1、本科及以上学历,金融、财经类相关专业优先;
  • 2、具有3年以上银行公司业务营销或相关工作经验;
  • 3、善于对外沟通,个性良好,具有敏感的市场触觉和拓展业务能力;
  • 4、有一定的财务分析能力,了解产业变化情况,不断学习新知识,有自我发展的强烈欲望;
  • 5、具有良好的中英文水平和熟练的计算机操作能力。

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