广州欧数信息科技有限公司
个人资产管理师
3 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 1、负责向客户介绍公司理财产品； 2、提供专业的理财咨询服务，根据客户需求制定个性化的理财规划方案； 3、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持续服务； 4、收集市场信息及客户反馈，为产品优化和改进提供依据； 5、完成上级分配的销售任务和相关工作。 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年以上银行或金融保险机构理财顾问工作经验； 3、熟悉各类理财产品特性及市场动态，具有较强的市场分析能力和客户服务意识；
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