财富及财务专家 Wealth and Financial Specialist (7C) (Shenzhen, GD, CN, 518048)
Shenzhen
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceEducation: bachelorsSkills: ["Communication","Interpersonal skills","Expression","Goal orientation","Independent working","Resilience","Self-driven"]拓展并服务高净值个人客户,运用财富规划理念与数字工具,提供以保障与投资为核心的一对一资产配置服务,覆盖健康保障、传承、子女教育与退休计划等方案。同时负责代销优质基金产品,为客户提供精选投资选择并提升口碑推荐。确保个人与团队活动遵守相关法律法规及汇丰标准与规程。
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