投资顾问(深圳红荔西路) - 深圳市-福田区
仅限注册会员 深圳市-福田区, 中国
2天前
* 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。 · ...
工作描述
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