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Financial Planning Specialist


  • 提供业务咨询、产品介绍、基金理财等服务
  • 梳理客户需求,提供专业化理财服务方案
  • 收集客户建议,开展满意度调查,协助系统优化
  • 协助核心客户的关系维护及线下活动组织实施
  • 其他部门安排的工作

Required Skills and Abilities

Who we are looking for:

  • 本科及以上,金融、经济、市场营销、国际贸易等专业

To be successful in the role, you should meet the following requirements:

  • 乐观开朗,富有责任心,执行力强
  • 愿意接受新鲜事物,有创新意识,学习能力强
  • 良好的沟通协调能力,与客户、同事保持良好的关系
  • 有金融行业实习经验或有证券、基金从业资格证者优先
  • Job type:Graduate jobs
  • Disciplines:

    Banking and Finance, Economics, Marketing and

  • Citizenships:

  • Locations:

    Shanghai (China)

  • Closing Date:31st Mar 2018, 6:00 pm


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