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客户经理助理

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Onsite

客户经理助理

富邦华一银行有限公司

客户经理助理

2 months ago

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Important information


Contract type:

Permanent

Location:

Guangzhou, Guangdong Province, China

Work mode:

Onsite

Published on:

7 September 2026

What they need


该职位来源于猎聘 1、严格遵守国家有关政策法规和银行各项规章制度,认真执行审慎的信贷管理政策,服从主管的工作安排; 2、协助客户经理开拓并维护客户,整理、收集客户资料,了解客户的动态及需求,推广银行各项业务,拓展市场份额; 3、协助客户经理完成授信个案的财务分析工作,撰写信贷核贷书,准备送审文件以及审贷完毕后各类会签文件; 4、协助客户完成银行经办各类业务所需的文件准备,并及时递交其他相关部门; 5、协助客户经理完成各类报告、报表和档案管理工作; 6、完成上级领导交办的其他任务。 任职要求: 1.本科及以上学历,金融/财务专业优先; 2.具有较强的沟通表达能力及团队合作精神; 3.具备较强的学习能力和良好的职业道德操守; 4.有证券、基金从业资格优先考虑。

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