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市场团队长(理财业务)

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市场团队长(理财业务)

厦门国际银行股份有限公司北京分行

市场团队长(理财业务)

1 year ago

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Important information


Contract type:

Permanent

Location:

Beijing, China

Work mode:

Onsite

Published on:

8 August 2026

What they need


该职位来源于猎聘 工作职责: 1、按照总分行下达的团队任务目标,负责带领团队开发拓展财富客户渠道和客户资源,制定多重营销方法和方案,对高端私人客户进行维护,满足客户的理财需求,为客户制订资产配置方案并向客户提供专业投资建议; 2、通过多渠道开发和维护客户,为客户提供全方位、专业化及高品质服务;通过持续跟进与服务,为客户不断提供全面专业的理财咨询与服务; 3、协助支行行长做好团队人员管理,包括但不限于具体营销工作组织、人员分工与安排、人员管理等; 4、完成支行交办的其它工作任务。 任职资格: 1、本科以上学历; 2、具备4年及以上银行、保险、基金行业理财工作经验,持有基金从业资格证书; 3、做事细致、严谨,能够承受工作压力,具有较强责任心,富有开拓精神; 4、具备良好的职业道德、品德操守及风险识别能力,诚实守信,无违法违纪行为和不良记录。

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