北京银行股份有限公司杭州分行
理财经理
2 months ago
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Important information
Contract type:
Permanent
Location:
Shanghai, China
Work mode:
Onsite
Published on:
2 September 2026
What they need
该职位来源于猎聘 职位概要： 1、负责银行个人金融产品营销或个人理财等相关工作。 2、开发和维护个人客户，促进银行个人存款及理财业务的发展。 任职资格： 1、金融、经济、管理等相关专业全日制本科以上学历； 2、年龄35岁以下； 3、2年以上银行或相关行业从业经验，熟悉个人银行金融产品和相关业务； 4、具有CFP/AFP/CHFP/RFP/CFA或其他同等水平证书、银行从业资格证书、保险、基金等资格证书者优先考虑； 5、具有中、外资银行高端客户维护与服务经验或高端客户资源者优先考虑； 6、勇于接受挑战，热爱投资理财工作，志愿向金融理财方向发展。
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