私行财富客户经理 - Zhuhai

仅限注册会员 Zhuhai, 中国

1周前

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您的浏览器不支持canvas · 用微信扫描二维码 · 可分享职位给微信好友或朋友圈 · 平安银行-珠海分行私行财富部 · 城市: 珠海市 经验要求: 1年 招聘人数: 3人 5天前 · 岗位职责: · 1、承接和维护支行分层经营的移交客户,保持客户资产规模并取得增长,增加营收、提高客户忠诚度; · 2、增加财富客户,促进潜力客户升级; · 3、以客户为中心,不断挖掘和满足客户需求,为客户提供个性化的投资建议和理财方案,实现客户财富的保值增值; · 4、全方面满足客户需求,以资产配置方式,通过精准KYC向客户推荐合适的产品,促进客户在我行资产提升; · ...
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