Financial Planning and Product Expert - Beijing, Beijing

仅限注册会员 Beijing, Beijing, 中国

3天前

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我们目前正在寻找有经验的专业人士加入我们的团队。 · 在这个职位上,您将: · 关注全球资本市场动态,根据汇丰环球观点结合市场信息,撰写市场研究和产品运作分析报告, 向客户/潜在客户和私人财富规划师提供投资见解的最新信息; · 具备较强沟通能力,识别和发现客户需求,确定有效的财富需求解决方案,深化客户关系,协同完成客户陪访工作; · 语言表达能力流畅,协助解决投资类服务需求和争议,并善于用数据、客观事实,逻辑推理等提供有效的专业分析意见,独立完成市场分享和相关培训工作; · 与投资产品团队和财务规划团队密切合作,识别并与利益相关者分享竞争差距、服务问题、 ...
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