职位详情

区块链投行助理

¥6000-8000 /月
上海 -上海 不限经验 本科学历(接受应届生)
更新:2020-08-10 浏览: 投递:1人
工作地址
浦东大道1096号3楼
职位描述
岗位职责:
1、 开发并通过对高端客户(高净值/超高净值个人、财富家族、机构)的综合投资理财需求分析,帮助客户制订资产配置方案并提供投资建议,开展私募股权投资业务;
2、通过微信营销、全网霸屏等互联网营销工具,接触并筛选有效客户;
3、通过各类渠道及参与组织每周的项目专场沙龙、高端市场活动等,提升客户转化率;
4、通过持续跟进与服务,为客户不断提供专业的投资理财建议,客户再教育与其他增值服务;
5、参与公司全方位的培训,不断提升自己的专业能力和客户服务水平。
岗位要求:
1、大学本科及以上学历,金融经济学、艺术设计、市场营销等专业优先;
2、熟悉私募股权投资的业务流程,在私募基金、财富管理公司中具有5年以上工作经验者优先;
3、工作积极负责,掌握计算机专业技能和良好的职业操守;
4、具有良好的文字表达能力和语言沟通能力;
5、综合素质高,声音甜美,形象气质佳。

团队介绍:

1.团队协作合作,有着专业的IC,FPC或者RMG帮助你去谈单 2.提供一些渠道帮助销售去获客 3.团队之间互相帮助,很有爱哦

联系人:林小姐***********


Job responsibilities:

1. Develop an d analyze the comprehensive investment an d financial needs of high-end customers (high net/ultra net worth individuals, wealth families, institutions), help customers to formulate asset allocation plans an d provide investment suggestions, an d develop private equity investment business;

2. Contact an d screen the effective customers through the Internet marketing tools such as Wechat marketing an d the whole network hegemony screen.

3. Enhance customer conversion through various channels an d participating in the organization of weekly project special salons, high-end market activities, etc.

4. Through continuous follow-up an d service, we provide professional investment an d financial advice, customer re-education an d other value-added services for our customers.

5. Participate in the company s all-round training, an d constantly improve their professional ability an d customer service level.


Job requirements:

1. Bachelor degree Or above, major in financial economics, art design an d marketing is preferred;

2. Familiar with the business process of private equity investment, more than 5 years working experience in private equity fund an d wealth management company is preferred.

3. Positive an d responsible work, master computer professional skills an d good professional ethics;

4. Good written expression an d language communication skills;

5. High comprehensive quality, sweet voice an d good image temperament.


Team introduction:

1. Teamwork, with professional IC, FPC Or RMG to help you talk about the list 2. Provide some channels to help sales to get customers 3. Teams help each other, love each other very much.

Contact person: Miss Lin*******************


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公司信息
上海网胜金融信息服务有限公司
民营企业 10-50人 区块链行业
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