北京掌上先机网络科技有限公司
基金/证券资产管理(平安)
3 months ago
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Important information
Contract type:
Permanent
Location:
Tianjin, China
Work mode:
Onsite
Published on:
15 August 2026
What they need
该职位来源于猎聘 【工作内容】 - 负责公司基金、证券产品的市场推广与客户开发,完成业绩指标; - 通过电话、线上平台及线下渠道开展客户沟通,挖掘潜在投资需求; - 提供专业的产品分析与资产配置建议,解答客户关于基金、股票等金融产品的咨询; - 定期维护客户关系,跟进客户需求变化,提升客户满意度与复购率; - 协助团队完成产品路演、投资者教育等活动策划执行; - 遵守行业监管规定,确保业务合规性与风险控制。 【任职要求】 - 大专及以上学历,金融、经济、市场营销等相关专业优先; - 具备良好的沟通表达能力与客户服务意识,能独立开展业务拓展; - 熟悉基金、证券基础知识者优先,接受应届毕业生或零经验转行人员; - 拥有较强的学习能力与抗压能力,适应快节奏的工作环境; - 具备基础数据分析能力,熟练使用办公软件(Excel/PPT); - 持有证券从业资格证、基金从业资格证者优先考虑。
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