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无锡分行财富管理顾问(FC)

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无锡分行财富管理顾问(FC)

平安健康保险股份有限公司

无锡分行财富管理顾问(FC)

2 months ago

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Important information


Contract type:

Permanent

Location:

Wuxi, Jiangsu, China

Work mode:

Onsite

Published on:

3 September 2026

What they need


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平安银行-平安银行无锡分行

城市: 无锡市 经验要求: 3年 招聘人数: 1人 昨天

岗位职责:

  • 1、负责将总行的银管策略、产品策略在对接的理财经理范围内宣导和落地执行;协助私行财富部在责任区域内追踪业管指标、识别业务短板,指定针对性的改进计划并推动执行,确保区域业绩达标。
  • 2、协同拜访客户,解答客户异议处理;诊断辅导:运用教练技术,帮助对接的理财经理发现问题,通过示范、角色扮演等进行辅导,提升实战技能。
  • 3、承接总行培训,再对接责任区域内的转培训,确保理财经理准确理解;主题沙龙:针对承接的理财经理的共性客户、优秀案例,组织客户沙龙、小型分享,促进客群经营及萃取经验。
  • 4、熟练掌握各种内部作业工具;数据化运营:利用数据、分析、总结,为业务提供决策依据,同时监控训后行为。

岗位要求:

  • 本科及以上学历,经济、金融、会计、法律、计算机等与岗位职责相关的专业;3年以上金融相关工作经验,熟悉零售银行业务,具较强的执行能力;在客户服务方面有一定的经验积累,有较强的沟通协调能力、团队合作能力;熟练运用Office含PPT、EXCEL等;职业操守良好,风险意识强,无违法违纪行为;无经商办企业或兼职行为,无监管机构金融违规记录,无亲属回避关系。

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