广州欧数信息科技有限公司
资深财务规划师
2 months ago
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Important information
Contract type:
Permanent
Location:
Chongqing, China
Work mode:
Onsite
Published on:
1 September 2026
What they need
该职位来源于猎聘 【工作内容】 - 为客户提供个性化的家庭财务规划服务，帮助其合理配置资产、管理收支与规划未来； - 分析客户财务状况，制定长期和短期的财务目标及实现路径； - 协助客户理解并选择合适的金融产品，如保险、投资、储蓄等； - 提供持续的财务咨询与跟踪服务，确保客户财务计划的有效执行。 【任职要求】 - 专科及以上学历，专业不限，金融、经济、会计等相关专业优先； - 具备良好的沟通能力和客户服务意识，能够与客户建立信任关系； - 对财务知识有基本了解，愿意学习并掌握相关技能
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