私人财富经理 - 佛山市-南海区

仅限注册会员 佛山市-南海区, 中国

3天前

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¥150,000 - ¥800,000 (CNY) 每年 *
* 此薪资范围为beBee的估算
工作职责 · 1、负责私人财富业务新客户及新增客户资产拓展,提升潜力客户及资产; · 2、做好重点高净值客户服务维护工作,整合公司全业务链资源,落实重点客户定制化财富管理需求; · 3、了解客户个性化产品和增值服务需求,深入经营高净值客户,客户提供合理的资产配置并挖掘客户综合金融需求; · 4、统筹制定财富管理业务营销推广方案,协调公司内部各部门资源,落实推广政策支持; · 5、组织策略及产品路演培训,协助制定产品话术以及产品推广材料。 · 任职要求 · 1、经济、金融等相关专业全日制本科以上学历,研究生优先筛选; · 2、金融机构私人财富业务从业3年或 ...
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