东方财富
VIP理财师-26届校园招聘
9 months ago
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Important information
Contract type:
Permanent
Location:
Shanghai, China
Work mode:
Onsite
Published on:
8 August 2026
What they need
该职位来源于猎聘 岗位职责 1、负责经营、维护、管理存量高端个人客户,通过线上及线下方式为客户提供市场分析、产品解读等专业指导及服务; 2、挖掘并分析高端客户的理财需求,进行客户投资陪伴,制订客户服务方案; 3、熟悉公司产品业务及流程,帮助客户解决产品使用过程中的各类问题; 4、做好客户关系管理,持续跟进及提供优质服务,与客户建立长期良好的关系。 5、完成公司交办的其他工作。 任职要求 1、本科及以上学历,金融相关专业优先,取得基金或证券相关从业资质; 2、具备1年以上证券或理财顾问等相关工作经验,有为高端客户提供资产配置服务经验者优先; 3、诚实守信,具备良好的沟通互动能力、敏锐的市场反应力及风险意识,具备良好的客户服务意识。
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