天津招聘

岗位要求：
1、金融、经济、财经类或市场营销等相关专业本科（含）以上学历；具有广泛的金融专业知识；
2、具备良好的沟通能力、较强的客户异议解决能力和销售促成能力；
3、五年以上客户服务经验，具备金融行业从业经验或金融产品营销经验者优先；
4、具备较强的自律性、执行贯彻能力和团队协作精神，对工作诚信、勤奋、有责任心，乐于接受挑战，能够承受一定的压力，有创业者的斗志和热情；
5、熟悉金融产品，获得基金、证券、理财师、保险（其中一项或多项）从业资格者优先；
6、具有很好的客户服务意识，曾任或现任私人银行客户经理、理财公司客户经理、证券公司经纪人、保险代理人等职位者优先考虑；
7具备CFP、ChFP、RFP、或AFP等理财执业资格证书（其中一项）者优先。

岗位职责：
1、负责”高傅财富俱乐部”高净值客户的开发工作：基于公司营销支持，找到公司需要的客户，向客户传递本公司一对一顾问式的专业理财服务和理念, 促成客户对本公司及其服务的认可；
2、了解和挖掘客户理财需求，为客户量身定制全面完整的理财规划报告，包括现金流管理, 资产配置, 投资策略制定, 保险保障, 退休养老计划, 子女教育规划, 事业遗产传承等;
3、在与客户深入沟通达成共识的基础上选择适合的金融产品对理财规划加以实施;
4、基于公司研究和服务平台的支持，为客户提供长期持续的理财服务，包括客户资产变化跟踪、资产配置调整建议、金融产品调整建议、 金融理财资讯分享、俱乐部会员活动等提升客户满意度和忠诚度；
5、研究财富管理和私人理财的理论实践知识, 撰写发表相关研究文章, 不断提高自身专业技能和职业修养；

Job Profile and Description
1. At least a Bachelor’s degree in finance, economics, accounts, marketing & sales or an equivalent degree;
2. Strong communication and interpersonal skills, good selling skills and influencing power.
3. At least 5-year experience in customer relationship management, financial services or financial product sales is preferred.
4. Self-disciplined, result-oriented, and good team-player; can perform under pressure, willing to take challenges and has entrepreneurs spirit.
5. Familiar with varied financial products; certificates on funds, securities, financial planning, and / or insurance are preferred.
6. Experience as private banker, security agent, financial planner, customer relationship manager of trust companies or similar position is preferred.
7. CFP、ChFP、RFP、or AFP or other professional qualification is preferred.

Job Responsibilities
1. Develop High-Net-Worth customer relationships, convey and sell the philosophy and methodology of independent consultancy-based financial advisory services.
2. Follow the six-step personal financial planning process, develop comprehensive and personalized financial plan tailored to each customer's specific situation and goals; Provide needs–based financial planning services on various personal financial issues, including investment planning, risk management and insurance planning, cash flow management, loan/liability financing, education planning, retirement planning, estate planning and business succession planning;
3. Based on customers’ needs and risk profile, advise a wide range of financial products including open-ended and close-ended funds, insurance, trust, PE, etc..
4. Being supported by Gao Fu’s Research Team and IT platform, provide continuous high-quality wealth management services, including asset allocation advisory and rebalance, financial products selection and adjustment, financial market information sharing, value-added club activities, etc.
5. Keep learning and self-improving in the area of financial planning and personal wealth management, write up and publish relevant research articles.

KNN Consulting上海恒泰人力资源有限公司在人力资源管理咨询和招聘咨询方面有很多经验，我们致力于服务世界顶尖公司，行业领先企业，也同时为发展迅速的中型企业提供我们的专业服务。我们通过对客户公司的组织结构、相关业务和具体职位的研究，能够很好地与企业及候选人进行沟通，满足不同公司对不同种类高级人才的需求。
我们的猎头咨询顾问拥有多年的从业经验和外资工作背景，深刻理解中国的行业规范，能够很好的理解客户和候选人的需求，并为很多大中型公司提供完善的中高端人才搜寻服务。
我们的顾问团队具备丰富经验，中高端专业人才库超过50万人，覆盖全国一、二级城市。我们在业界享有良好的声誉和口碑。
KNN - Consulting对客户的承诺SPSO：
- 严谨 - 专业 - 迅捷 - 全面