广州欧数信息科技有限公司
财富管理师
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 【工作内容】 - 负责客户财富管理需求的挖掘与分析，提供个性化资产配置方案； - 维护并拓展高净值客户资源，提升客户满意度和忠诚度； - 协助团队完成销售目标，定期汇报业务进展及市场动态； - 参与公司组织的培训与营销活动，提升专业能力与业务水平。 【任职要求】 - 专科及以上学历，专业不限，金融、经济等相关专业优先； - 具备良好的沟通能力和客户服务意识，有较强的学习与适应能力； - 对财富管理行业感兴趣，愿意长期发展，具备团队合作精神；
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