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营业部理财规划师

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Onsite

营业部理财规划师

China Securities Co., Ltd

营业部理财规划师

2 months ago

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Important information


Contract type:

Permanent

Location:

Sanya, Hainan, China

Work mode:

Onsite

Published on:

15 August 2026

What they need


该职位来源于猎聘 岗位职责: 1、负责客户市场的开发维护。 2、负责公司产品销售以及开拓多样性的营销服 务。 3、根据客户理财需求制定针对性的投资理财方 案,提供投资建议。 4、负责客户日常维护,提供投资者教育辅导。 5、负责达成既定的销售指标和营销目标。 6、营业部规定的其他事项。

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