郑州艾力斯家庭服务有限公司
外资银行正式编制理财经理(底薪高、年假多、福利好)
2 months ago
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Important information
Contract type:
Permanent
Location:
Qingdao, Shandong, China
Work mode:
Onsite
Published on:
12 August 2026
What they need
该职位来源于猎聘
主要職責 - 主動獲取並培養高淨值客戶群,維持長期關係,推動資產增長。 - 深入了解客戶個人與專業需求,制定超越期望的個性化財務策略。 - 提供專業財務建議,聚焦財富創造與資本保全,達成KPI及利潤目標。 - 透過內外部合作,提升客戶忠誠度,並指導團隊成員發展技能。 - 嚴守本地與全球合規標準。 要求 - 金融/商業相關學士學位或同等經驗。 - 金融業3年以上關係管理經驗,擅長超高淨值客戶組合。 - 證明銷售財富產品的優秀記錄及財務規劃專長。 - 熟悉經濟市場與監管框架,具強大溝通/影響力技能。 - 普通話流利,英文读写能力;持有相關執照並持續進修。
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