资深理财投资顾问
上海鼎才企业管理咨询有限公司
- 公司规模:50-150人
- 公司性质:外资(欧美)
- 公司行业:专业服务(咨询、人力资源、财会) 批发/零售
职位信息
- 发布日期:2015-02-01
- 工作地点:上海
- 招聘人数:若干
- 工作经验:五年以上
- 学历要求:本科
- 职位类别:投资/理财顾问
职位描述
职责描述:
1、负责开发拓展财富管理客户,向客户提供专业理财规划与投资建议;
2、负责销售理财公司产品,根据客户需求提供量身定做的理财建议及规划;
3、完成销售经理制定的销售目标、负责对公司理财产品进行全力宣传、推广、销售;
4、根据一线工作了解到的客户反馈,向公司提出产品及流程优化建议。
职位要求:
1、金融、管理、营销等相关专业本科及以上学历;
2、具备两年以上金融领域工作经验;
3、具有良好职业道德与从业素质;
4、具有良好的客户沟通、人际交往及维系客户关系的能力;
5、诚实守信,为人谦虚、勤奋努力,具有高度的团队合作精神和高度的工作热情;
6、银行理财产品经验、具有良好的渠道开拓、沟通、维护能力,有高端客户资源者优先。
公司介绍
ChinaLink was established in 1997. The team consists of highly educated professionals with extensive expertise in Human Resource Management. ChinaLink has been recognized by Shanghai Municipal Government and designated as one of specialized agencies engaged in providing legal talents search, exchange and related personnel / Human Resources services. ChinaLink holds both License of Shanghai Talents Exchange Service issued by Shanghai Municipal Personnel Bureau, and Shanghai Municipal Human Resource Permit issued by Shanghai Municipal Labor & Social Security Bureau.
ChinaLink is aiming to provide actionable H.R. solutions for companies doing business in China. We strive for excellence, quality and total customer satisfaction to be your helping hand in the field of Human Resources Management. ChinaLink is your 1st choice of one-stop HR-related service shop.
联系方式:
邮政编码: 2000120
联 系 人: Dodd Feng
联系邮件: doddfeng@cn-hrlink.com
ChinaLink is aiming to provide actionable H.R. solutions for companies doing business in China. We strive for excellence, quality and total customer satisfaction to be your helping hand in the field of Human Resources Management. ChinaLink is your 1st choice of one-stop HR-related service shop.
联系方式:
邮政编码: 2000120
联 系 人: Dodd Feng
联系邮件: doddfeng@cn-hrlink.com
联系方式
- Email:doddfeng@cn-hrlink.com
- 公司地址:世纪大道1500号东方大厦1325室
- 邮政编码:200120
- 联系人:Dodd Feng