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投顾-投资经理

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Onsite

投顾-投资经理

东方证券股份有限公司

投顾-投资经理

6 days ago

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Important information


Contract type:

Permanent

Salary:

CN¥300,000 – CN¥540,000 / year

Location:

Shanghai, China

Work mode:

Onsite

Published on:

15 October 2026

What they need


该职位来源于猎聘 职责描述: 1. 具备扎实的固收、固收+资产研究与投资分析能力,可独立完成信用债、利率债、固收+策略研究,结合市场变化输出对应配置方案,支撑机构客户投顾策略落地。 2. 深度对接机构客户,根据客户投资目标、风险偏好与资金规划,量身定制资产配置与投资策略方案; 3. 跟踪宏观市场、债券及各类固定收益产品走势,输出投资策略观点、市场解读材料,开展客户路演; 4. 挖掘潜在投顾业务机会,拓展客户与渠道资源,推动投顾签约,提升管理资产规模; 5. 协同内部研究、产品团队,输出专业赋能支持,严格遵守业务合规要求,规范对外投资建议; 6. 负责投资业务的日常管理以及投资研究的统一协调,完善投资的相关流程制度,以保证投资工作有序高效开展。 任职要求: 1. 研究生及以上学历,金融、经济相关专业;必须持有证券投资咨询(投资顾问)资格;

5年及以上基金、券商、保险、银行固收投资管理经验,带负债端资源优先考虑; 3. 熟悉固定收益各类市场的交易规则及法规,熟悉各种投资工具; 4. 具有较强的市场营销和业务开拓能力,具备较强合规意识与抗压能力,目标感强。

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