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RM资深客户总监

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Onsite

RM资深客户总监

盈峰环境科技集团股份有限公司

RM资深客户总监

1 month ago

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Important information


Contract type:

Permanent

Location:

Beijing, China

Work mode:

Onsite

Published on:

17 September 2026

What they need


该职位来源于猎聘 工作职责: (1)完成岗位的年创收目标、新增客户数目标、资产管理规模增长目标;

(2)负责开拓、服务、维护、经营客户;

(3)通过全方位资产配置为客户提供资产保值、增值的服务;

(4)及时了解市场动态,研究客户的个性化理财要求,提出产品开发需求;

(5)营销客户交易需求,提供大投行业务线索和潜在机会;

(6)完成公司和领导交办的其他各项工作。

任职条件: (1)身体健康,品行端正,为人诚信,具有进取精神,无任何违法违规记录;

(2)大学本科及以上学历,具备境外证券从业资格;能力突出者(行业背景、任职资历、客户资源、过往业绩等)学历可酌情放宽;

(3)拥有丰富的高净值客户资源,了解国内外各类高净值客户财富管理与私人财富管理业务相关的产品和解决方案,帮助高净值客户达成个人、家庭和企业的财富管理需求。

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