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Job position: 高级财富经理(北京财富中心), Beijing, Beijing, CN, China

岗位职责. 1 服务于公司VIP高净值个人客户 为高净值个人客户提供全方面金融理财服务. 2 通过与客户沟通 了解客户在财务规划存在的问题以及理财方面的需求. 3 根据客户的资产规模 生活目标 预期收益目标和风险承受能力进行需求分析 出具专业的 理财计划方案 推荐合适的理财产品. 4 协助客户开立帐户及一系列后期服务. 5 定期与客户联系 报告理财产品的收益......

Job Location: Beijing, Beijing, CN

Salary: unavailable

Company: 天弘基金管理有限公司

Job date: 01 Nov 2017
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