客户经理
天恒泰投资管理(天津)有限公司
- 公司规模:500-1000人
- 公司性质:民营公司
- 公司行业:金融/投资/证券 专业服务(咨询、人力资源、财会)
职位信息
- 发布日期:2014-07-31
- 工作地点:天津-南开区
- 招聘人数:若干
- 学历要求:中专
- 职位月薪:3000-4499
- 职位类别:客户代表
职位描述
岗位职责:
1. 根据公司产品特点,为客户建立、提供专业的资产管理咨询服务;
2. 根据业务要求,定期做客户回访,做好老客户维护和再开发,主动、积极地为客户提供各类理财产品;
3. 完成销售经理制定的销售目标;
4. 根据销售经理的要求按时保质的完成销售报告;
任职资格:
1. 专科或以上学历,营销、管理、金融等专业优先考虑;
2. 1年以上工作经验,有银行理财产品经验优先考虑;
3. 具有良好的客户沟通、人际交往及维系客户关系的能力;
4. 能够有效开发客户资源;
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。
工作时间:9:00-18:00(周末双休、法定节假日休息)
公司介绍
Getop Investment Management ( Tianjin ) Co., Ltd.
Getop Investment Management ( Tianjin ) Co., Ltd. is China 's leading independent wealth management brand , successfully launched in the domestic credit P2P service platform for the development of the domestic financial inclusion a successful practice , and produced a great value. Day focused on China Hengtai wealth of high net worth clients with comprehensive financial planning consultancy services. Getop virtue of their wealth of expertise and sound investment style , all-round financial services , has won the customer's trust and respect .
Advantages: Getop advantage of the wealth of breaking the traditional financial products supplier constraints , an objective, independent and impartial third-party perspective combined with scientific, professional product screening system for the high net worth clients in the chaos of the financial markets Search compliance with the investment value of financial products . Original five risk control system , only the best products to pass the day Hengtai wealth product evaluation system. We believe that only "professional skills , wise vision , borderless services to Department of Finance Credit casting trust and brand , long lasting and create value for customers ."
Customer Focus : With economic development, the rapid accumulation of private wealth , China has gradually grown into the fastest growing wealth of the country. The face of high net worth clients , how to help them plan wealth goals, develop growth strategies of wealth would be a very worthy cause . Wealth management objectives can be divided into assets should be preserved against inflation ; wealth growth , aggressive ; wealth inheritance, long-term sustainability . Getop wealth always stand impartial and independent stance , according to the macro-economic cycles and changes in the market environment , the customer 's financial situation, investment objectives, cycle , liquidity needs , risk appetite to do a comprehensive assessment to meet investment income, liquidity and security balance , in strict accordance with the actual situation of our customers to help customers analyze their own financial situation and financial needs, develop a scientific asset allocation plan .
[ Remuneration ]
Salary competitive salary standards
The company has a system of training education and training system , to provide professional training in various job-related
Promoted to full and fair personnel system architecture promotion opportunities
Events organized regularly every year to expand the training staff to go out , travel
According to the National Social Security provides five insurance policies , pension, medical, work injury , unemployment and maternity insurance
Housing provident fund to pay for employees
Implementation of national and regional holidays provisions of the relevant leave system
Working time 5 days a week , 40-hour work ( 9:00-18:00 , Saturday and Sunday weekend )
天恒泰投资管理(天津)有限公司
天恒泰投资管理(天津)有限公司是中国独立财富管理机构领先品牌,成功在国内推出了P2P信贷服务平台,为国内普惠金融的发展进行了成功的实践,并产生了巨大的价值。天恒泰财富专注于为中国高净值资产客户提供全方位理财规划顾问服务。天恒泰财富凭借自身的专业知识、稳健的投资风格、全方位理财服务,赢得了客户的信赖与尊重。
公司优势:天恒泰财富的优势在于突破了传统金融产品供应商的限制,以客观、独立、公正的第三方视角辅以科学、专业的产品筛选体系为高净值客户在纷乱的金融市场里搜寻具备投资价值的合规金融产品。独创五级风险控制体系,唯有最优秀的产品才能通过天恒泰财富的产品评价体系。我们相信,唯有“专业的技能,睿智的眼光,无疆界的服务,才能汇融信用铸造信任和品牌,长久持续地为客户创造价值”。
客户导向:随着经济发展,民间财富快速积累,中国已经逐步成长为财富增长最快速的国家。面对高净值客户,如何协助他们规划财富目标、制定财富增长策略将是十分有意义的事业。财富管理的目标大致分为资产保值,抵御通胀;财富增长,积极进取;财富传承,长久持续。天恒泰财富始终站在公正、独立的立场,根据宏观经济周期和市场环境变化,对客户的财务状况、投资目标、周期、流动性需求、风险偏好做综合评估,满足投资收益、流动性和安全性的平衡,严格按照客户的实际情况来帮助客户分析自身财务状况和理财需求,制定科学的资产配置规划。
[薪酬福利]
薪酬 具有竞争力的薪资标准
培训 公司拥有系统的教育培训体系,提供各岗位相关的专业培训
晋升 完整的人事制度体系及公平的晋升机会
活动 公司每年定期组织员工外出拓展训练、旅游
社保 根据国家政策提供五险,养老、医疗、工伤、失业、生育保险
公积金 为员工缴纳住房公积金
节假日 执行国家及地区规定的相关休假制度
工作时间 每周5天、40小时工作制(9:00-18:00,周六日双休)
Getop Investment Management ( Tianjin ) Co., Ltd. is China 's leading independent wealth management brand , successfully launched in the domestic credit P2P service platform for the development of the domestic financial inclusion a successful practice , and produced a great value. Day focused on China Hengtai wealth of high net worth clients with comprehensive financial planning consultancy services. Getop virtue of their wealth of expertise and sound investment style , all-round financial services , has won the customer's trust and respect .
Advantages: Getop advantage of the wealth of breaking the traditional financial products supplier constraints , an objective, independent and impartial third-party perspective combined with scientific, professional product screening system for the high net worth clients in the chaos of the financial markets Search compliance with the investment value of financial products . Original five risk control system , only the best products to pass the day Hengtai wealth product evaluation system. We believe that only "professional skills , wise vision , borderless services to Department of Finance Credit casting trust and brand , long lasting and create value for customers ."
Customer Focus : With economic development, the rapid accumulation of private wealth , China has gradually grown into the fastest growing wealth of the country. The face of high net worth clients , how to help them plan wealth goals, develop growth strategies of wealth would be a very worthy cause . Wealth management objectives can be divided into assets should be preserved against inflation ; wealth growth , aggressive ; wealth inheritance, long-term sustainability . Getop wealth always stand impartial and independent stance , according to the macro-economic cycles and changes in the market environment , the customer 's financial situation, investment objectives, cycle , liquidity needs , risk appetite to do a comprehensive assessment to meet investment income, liquidity and security balance , in strict accordance with the actual situation of our customers to help customers analyze their own financial situation and financial needs, develop a scientific asset allocation plan .
[ Remuneration ]
Salary competitive salary standards
The company has a system of training education and training system , to provide professional training in various job-related
Promoted to full and fair personnel system architecture promotion opportunities
Events organized regularly every year to expand the training staff to go out , travel
According to the National Social Security provides five insurance policies , pension, medical, work injury , unemployment and maternity insurance
Housing provident fund to pay for employees
Implementation of national and regional holidays provisions of the relevant leave system
Working time 5 days a week , 40-hour work ( 9:00-18:00 , Saturday and Sunday weekend )
天恒泰投资管理(天津)有限公司
天恒泰投资管理(天津)有限公司是中国独立财富管理机构领先品牌,成功在国内推出了P2P信贷服务平台,为国内普惠金融的发展进行了成功的实践,并产生了巨大的价值。天恒泰财富专注于为中国高净值资产客户提供全方位理财规划顾问服务。天恒泰财富凭借自身的专业知识、稳健的投资风格、全方位理财服务,赢得了客户的信赖与尊重。
公司优势:天恒泰财富的优势在于突破了传统金融产品供应商的限制,以客观、独立、公正的第三方视角辅以科学、专业的产品筛选体系为高净值客户在纷乱的金融市场里搜寻具备投资价值的合规金融产品。独创五级风险控制体系,唯有最优秀的产品才能通过天恒泰财富的产品评价体系。我们相信,唯有“专业的技能,睿智的眼光,无疆界的服务,才能汇融信用铸造信任和品牌,长久持续地为客户创造价值”。
客户导向:随着经济发展,民间财富快速积累,中国已经逐步成长为财富增长最快速的国家。面对高净值客户,如何协助他们规划财富目标、制定财富增长策略将是十分有意义的事业。财富管理的目标大致分为资产保值,抵御通胀;财富增长,积极进取;财富传承,长久持续。天恒泰财富始终站在公正、独立的立场,根据宏观经济周期和市场环境变化,对客户的财务状况、投资目标、周期、流动性需求、风险偏好做综合评估,满足投资收益、流动性和安全性的平衡,严格按照客户的实际情况来帮助客户分析自身财务状况和理财需求,制定科学的资产配置规划。
[薪酬福利]
薪酬 具有竞争力的薪资标准
培训 公司拥有系统的教育培训体系,提供各岗位相关的专业培训
晋升 完整的人事制度体系及公平的晋升机会
活动 公司每年定期组织员工外出拓展训练、旅游
社保 根据国家政策提供五险,养老、医疗、工伤、失业、生育保险
公积金 为员工缴纳住房公积金
节假日 执行国家及地区规定的相关休假制度
工作时间 每周5天、40小时工作制(9:00-18:00,周六日双休)
联系方式
- 公司地址:天津市南开区卫津南路宁泰广场十八层01、02单元
- 邮政编码:300381