北京莱科科技有限公司
理财 规划师
4 months ago
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Important information
Contract type:
Permanent
Location:
Nanjing, Jiangsu, China
Work mode:
Onsite
Published on:
9 August 2026
What they need
该职位来源于猎聘 岗位职责： 1、负责公司的保险客户和理财产品或保险金融产品，提供专业的理财咨询服务及市场推广活动； 2、根据客户需求，为其设计合理的理财规划方案； 3、维护客户关系，定期进行客户回访，了解客户需求变化并提供相应的服务。 岗位要求： 1、金融、经济等相关专业专科及以上学历； 2、具有2年以上银行或相关金融机构工作经验，熟悉理财产品； 3、具备良好的沟通能力和客户服务意识，能够处理复杂的客户咨询问题； 4、有较强的市场敏感度和分析能力，能够准确把握市场动态；
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