零售经理 - 深圳市

仅限注册会员 深圳市, 中国

2周前

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工作职责 · 1、开发并维护个人,家族及企业客户,拓展各类客户营销渠道。 · 2、深度了解客户的需求,并结合资本市场、监管政策、行业变化等趋势,为客户提供专业财富管理规划及资产配置建议,并 持续提供完善的后续服务,建立长期的服务关系。 · 3、为潜在客户提供专业的投资咨询和顾问式服务,不断优化客户资产配置方案及交易达成。 · 4、充分利用广发证券丰富的产品条线,满足客户多元化的金融需求。 · 任职要求 · 1、全日制院校毕业的本科及以上学历人员;如为境外学历,需取得经教育部认证通过的境外高校学士及以上学位;金融类、 经济类、管理类、财务类、法律类、计算机 ...
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