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财富顾问岗(深圳)

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Onsite

财富顾问岗(深圳)

上海证券

财富顾问岗(深圳)

1 month ago

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Important information


Contract type:

Permanent

Location:

Shenzhen, Guangdong Province, China

Work mode:

Onsite

Published on:

18 September 2026

What they need


该职位来源于猎聘 职责描述: 1、发展和维护个人及企业等客户。 2、向客户提供与财富管理业务相关的服务。 3、了解、分析客户需求,提供个性化资产配置及其他综合金融服务。 4、执行内外部规章制度和业务流程,确保合规展业、履行适当性义务。 5、完成分支机构交办的其他工作。 任职资格: 1、大学本科及以上学历,专业不限,经济类、金融类、法学、管理学、财会类、市场类等专业优先; 2、具备证券、银行、信托等相关行业实习实践经验者优先; 3、熟练掌握办公软件操作、具备证券行业相关知识; 4、沟通能力、抗压能力、客户服务意识、创新意识。

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