郑州艾力斯家庭服务有限公司
理财客户经理 Relationship Manager
2 months ago
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Important information
Contract type:
Permanent
Work mode:
Onsite
Published on:
7 August 2026
What they need
该职位来源于猎聘 1. 实现领导安排的各个产品的业绩指标 2. 维护与客户的关系并提供客户服务以确保满足客户需求 3. 通过扩大现有客户的投资组合加强客户与我行的关系 4. 积极参与优先理财/其他银行营销项目，以获取新客户。另外，向现有客户进行交叉销售 5. 主动发现具有“优先理财”资质的个人理财客户，并发掘其投资理财需求 6. 负责实施各项反洗钱的需求并确保符合反洗钱的合规要求 7. 遵循银行的管理手册，操作手册和所有部门相关产品的既定政策 8. 学习并了解一切相关条例以及内部风险与合规的政策与程序 9. 保持对金融行业相关动向的敏感 10. 积极参与银行组织的培训项目，会议和简报会，并保证将学习到的技能和知识运用到日常工作中 11. 确保客户投诉的时效与管理
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