工作內容:
為客戶提供理財產品推薦及資產配置建議。
定期跟蹤客戶投資組合,提供調整建議。
組織理財講座,開發新客戶。
招聘要求:
本科及以上學歷,金融、經濟相關專業。
具備良好的銷售技巧和客戶服務能力。
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