不凡帝范梅勒糖果(中国)有限公司
财富管理师
1 month ago
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Important information
Contract type:
Permanent
Location:
Ningbo, Zhejiang, China
Work mode:
Onsite
Published on:
26 September 2026
What they need
该职位来源于猎聘 岗位职责: 1、为客户提供专业的财富管理咨询与建议; 2、负责客户关系的维护与提升,确保客户满意度; 3、定期向客户报告投资组合的表现情况; 4、根据客户需求制定个性化的财富管理计划; 5、参与市场调研,了解行业动态,提供市场分析报告。 岗位要求: 1、专科及以上学历,金融、经济等相关专业优先; 2、具备至少2年以上的财富管理或相关行业工作经验; 3、具有良好的沟通能力和客户服务意识; 4、熟悉金融市场及相关法律法规; 5、具备较强的学习能力及数据分析能力; 6、能够承受一定的工作压力,适应弹性工作时间。undefined
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