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华兴证券-财富管理中心负责人

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Onsite

华兴证券-财富管理中心负责人

China Renaissance Securities 华兴证券

华兴证券-财富管理中心负责人

2 months ago

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Important information


Contract type:

Permanent

Location:

Shanghai, China

Work mode:

Onsite

Published on:

11 August 2026

What they need


该职位来源于猎聘 一、岗位职责 1、统筹财富中心经营大盘,攻坚保有规模、新增资产、产品销量、营收创收四大指标; 2、搭建理财师孵化体系,团队赋能带教,打造标准化客户服务模式与产能增长路径; 3、深度运营高净值人群、企业主、家族客户,提供全品类资产配置一体化财富解决方案; 4、联动银行、三方机构、政企、律所等外部渠道,批量拓客拉动业务增量; 5、严选产品池、落实客户适当性管理,全程把控销售合规与业务风险。 二、任职要求 1、全日制硕士及以上,8年+券商/银行/财富行业从业经历,3年+团队管理经验; 2、自带成熟高净值客群、渠道资源,可提供真实亮眼产能业绩佐证; 3、精通公募、私募、固收、配置类全谱系财富产品,擅长团队搭建、体系运营、业绩赋能。

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