广州欧数信息科技有限公司
理财经理
2 months ago
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Important information
Contract type:
Permanent
Location:
Wuhan, Hubei, China
Work mode:
Onsite
Published on:
17 August 2026
What they need
该职位来源于猎聘 岗位职责: 1、负责向客户介绍和推荐银行理财产品,提供专业的投资建议; 2、维护现有客户关系,定期进行客户回访,了解客户需求并提供个性化服务; 3、收集市场信息,分析市场趋势,为客户提供理财规划建议; 4、参与各类营销活动,完成销售目标。 岗位要求: 1、金融、经济等相关专业专科及以上学历; 2、具备至少2年以上银行或金融机构相关工作经验,有理财经理或类似职位经验者优先; 3、熟悉金融市场及理财产品,了解相关法律法规; 4、具有良好的沟通能力和客户服务意识,能够独立开展业务;
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