理财经理(001255) - 昆明市

仅限注册会员 昆明市, 中国

1周前

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¥120,000 - ¥350,000 (CNY) 每年 *
* 此薪资范围为beBee的估算
工作职责 · 1、负责公司投资顾问产品解读和推送; · 2、负责投资顾问业务宣传推广和培训;参与媒体合作活动; · 3、根据客户服务关系划分,服务所分配客户及个人经纪关系客户,开发新客户,并对空户或休眠户进行二次开发。 · 4、协助客户签署投资顾问服务协议并提供相应服务,帮助客户实现资产保值增值; · 5、借助公司互联网工具,开展服务工作; · 6、协助客户经理和经纪人开展营销和服务工作; · 7、开展信用业务、代销开放式基金和其他金融产品,以及其他新兴业务; · 8、负责为客户提供基于账户投资情况的分析报告及投资建议,为投资者提供个性化理财方案,提供产 ...
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