高级私人理财经理(总部-财富管理部)(职位编号:A002)
工银安盛人寿保险有限公司
- 公司规模:500-1000人
- 公司性质:合资(欧美)
- 公司行业:保险
职位信息
- 发布日期:2012-08-11
- 工作地点:上海
- 招聘人数:3
- 工作经验:三年以上
- 学历要求:本科
- 语言要求:英语良好
普通话良好 - 职位月薪:10000-14999
- 职位类别:投资/理财顾问 理财顾问/财务规划师
职位描述
1.积极开拓中、高端理财客户
2.遵守公司法规政策,流程,为客户提供多样化的金融理财产品
3.分析潜在客户的投资理财需求并提供综合理财方案和建议
4.了解产品并持续提供客户反馈
5.与客户建立信任关系并定期沟通,提供产品报告
6.负责协助市场部组织策划理财培训课程或者理财沙龙活动公司介绍
AXA-Minmetals Assurance Company Limited, a joint venture of the two Fortune 500 groups - AXA Group and China Minmetals Corporation, is the first Sino-French insurance company in China and also the first life insurer approved by China Insurance Regulatory Commission. Established in Shanghai in May 1999, the company has boasted stable and sustainable development with its constant philosophy of Commitments to Development of China. With ambition of Becoming the Preferred Company, its business scope has now covered east, south and north China with Shanghai, Guangzhou and Beijing as centers of the three hubs. The company now is expanding its geographic footprints actively for further nationwide expansion.
联系方式
- 公司地址:19/F Mirae Asset Tower, 166 Lu Jia Zui Ring Road
- 邮政编码:200120
- 联系人:Jack Liu
- 电话:(021)38579595