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零售客户经理

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Onsite

零售客户经理

富邦华一银行有限公司

零售客户经理

1 month ago

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Important information


Contract type:

Permanent

Location:

Guangzhou, Guangdong Province, China

Work mode:

Onsite

Published on:

15 September 2026

What they need


该职位来源于猎聘 主要工作职责: 1、完成规定的每月有效户、新开户、净增AUM及业务总收入业绩指标 2、严格遵守国家有关政策法规和银行各项规章制度,认真执行审慎的个金事业群政策,服从主管的工作安排 3、通过现有的个人关系网络、活动开展及其他各种渠道开拓新的高资产银行客户吸收存款 4、从客户的需求出发,营销银行个人理财产品及保险,为客户提供全方位的金融服务 5、通过产品交叉销售,增加产品渗透率,达成利润目标 6、保持与客户的联系,定期更新客户理财需求和账户资产变动及损益情况,建立、发展、维护良好的客户关系 7、透过银行举办的各类客户活动维系既有客户关系,并负责解决客户抱怨 8、运用业务管理工具,进行销售指标追踪,以促进预定销售指标的达成 9、完成上级领导交办的其他工作 任职条件: 1、一年相关工作经验 2、熟悉国家各项法律、法规 3、具备良好的沟通能力及执行能力,具有敏感的市场触觉和拓展业务能力 4、具备一定的财务分析能力以及风险控制意识

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