【职位描述】

1.积极确定潜在客户并将潜在客户转化为私行客户，深入了解客户；
2.为私行客户提供全面的财富管理资产配置服务，制定个性化解决方案以满足客户的投融资需求；
3.与外部和内部客户建立并保持长期互信，有效地利用资源来扩大客户群并提高客户质量。
1.Actively identify prospects and convert prospects into private bank clients, make an in-depth understanding of clients.
2.Offer private bank clients comprehensive wealth management services; Develop tailored solutions that address clients' investment and financing needs.
3.Build up and maintain long-term mutual trust with external and internal clients, effectively leverage resources to expand client group and improve client quality.

【入职要求】

1、本科及以上学历，硕士学历优先
2、五年以上财富管理、高净值客户服务等相关工作经验
3、对证券市场和金融产品有较深入的了解
4、能够快速学习，具备良好的沟通技巧较强的执行力，有团队合作精神
1.Bachelor's/University degree, Master's degree preferred;
2.Years of worker experience in similar: 5 years;
3.Demonstrates extensive knowledge of securities market, financial products;
4.Being a quick learner, good communication skills, good execution capability, team spirit.