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资深财富顾问(广东分公司)

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Onsite

资深财富顾问(广东分公司)

东亚前海证券有限责任公司

资深财富顾问(广东分公司)

3 months ago

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Important information


Contract type:

Permanent

Location:

Guangzhou, Guangdong Province, China

Work mode:

Onsite

Published on:

8 August 2026

What they need


该职位来源于猎聘 职责描述: 1、负责开发及维护高净值客户关系,深入了解客户需求,提供个性化的财富管理解决方案; 2、定期进行市场调研和分析,为客户提供专业的投资建议和资产配置方案; 3、协同团队完成各项业务指标,积极参与部门培训和交流活动,不断提升自身专业素养。 任职资格: 1、要求有证券、基金从业资格; 2、具备2年以上金融行业工作经验,有财富管理或私募机构服务经验者优先; 3、熟悉各类金融产品及市场动态,具备较强的风险控制意识和投资分析能力; 4、具有良好的客户服务意识,沟通能力良好

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