广州欧数信息科技有限公司
私人财富顾问
2 months ago
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Important information
Contract type:
Permanent
Location:
Nanjing, Jiangsu, 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、为高端客户提供个性化财富管理方案，包括但不限于资产配置、投资建议等； 2、与客户建立长期合作关系，维护并深化客户关系； 3、定期向客户报告财务状况及市场动态，提供专业咨询意见； 4、参与市场调研，了解客户需求，不断优化服务产品。 岗位要求： 1、金融、经济或相关专业本科及以上学历； 2、至少3年以上的私人银行业务经验； 3、具有良好的沟通能力和客户服务意识，能够有效处理复杂问题； 4、具备较强的数据分析能力，熟悉金融市场及相关产品； 5、持有相关金融证书（如CFP、AFP等）者优先考虑； 6、具备良好的职业道德，保密意识强。undefined
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