投资顾问 - 深圳市

仅限注册会员 深圳市, 中国

1周前

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¥120,000 - ¥500,000 (CNY) 每年 *
* 此薪资范围为beBee的估算
工作职责 · 1、负责自主或团队合作研发、生产投资顾问产品; · 2、推动投资顾问产品/服务签约,实现投顾业务创收,助力客户资产保值增值; · 3、发展和维护个人及企业等中高净值客户,提供证券财富管理服务,提升资产周转,完成金融产品销售及各类业务指标; · 4、组织开展线上线下多种形式的投资报告活动,客观、专业、审慎发表观点、解读市场、提供建议,塑造服务品牌,提升客户粘性; · 5、组织、参与内部人员培训与人才队伍建设,助力财富顾问提升专业知识与服务能力,参与公司投顾体系建设与发展; · 6、执行内外部规章制度和业务流程,确保合规展业、履行适当性义务; ...
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