上海招聘

1、通过各类渠道，接触并筛选有效客户；

2、 通过对高端私人客户的的综合理财需求分析，帮助客户制订资产配置方案并向客户提供投资建议；

3、 负责配合市场部开展各项推广活动，并为客户提供详细的解释和说明；

4、 通过参与组织的各种高端客户活动（理财沙龙、知识讲座、红酒品鉴、高尔夫、豪车试驾、珠宝鉴赏等），提升客户转化率；

5、通过持续跟进与服务，为客户不断提供专业的理财咨询与服务。

任职资格：

教育背景：本科及以上学历，金融类相关专业毕业优先，有强烈的从事财富管理行业的意愿，并具备良好的学习能力与金钱渴望 欲；

专业技能：具备较强的业务拓展能力、沟通能力、团队协作能力和工作主动性；

从业经验与核心能力：金融行业2年以上相关从业经验，银行、信托、证券、基金、保险、投资顾问公司相关背景；或从事高端房产 （豪宅）、名车、奢侈品、高档会所销售，游艇销售，高端幼儿教育销售等从业背景者；具备一定的客户资源，有一定服务高净值客户经验或可以接触当地高端客户资源者可优先选择

Job description:

1. Contacted and screened effective customers through various channels;

2. Help clients to make asset allocation plans and provide investment Suggestions by analyzing the comprehensive financial needs of high-end private clients;

3. Responsible for cooperating with the Marketing Department to carry out various promotional activities, and providing detailed explanations and explanations for customers;

4. Participated in various high-end customer activities (financial salon, knowledge lecture, wine tasting, golf, luxury car test drive, jewelry appreciation, etc.) to improve customer conversion rate;

5. Provide customers with professional financial consulting and services through continuous follow-up and services.

Qualifications:

Education background: bachelor degree or above, major in finance is preferred, have strong desire to be engaged in wealth management industry, and have good learning ability and desire for money;

Professional skills: strong business development ability, communication ability, teamwork ability and work initiative;

Working experience and core competence: more than 2 years of relevant working experience in the financial industry, relevant background in banking, trust, securities, fund, insurance and investment consulting companies; Or engaged in high-end real estate (luxury), luxury cars, luxury club sales, yacht sales, high-end preschool education sales and other professional background; Have certain customer resources, have certain experience of serving high net worth customers or have access to local high-end customer resources can be preferred

一诺基业集团有限公司亍2017年1月正式成立，总部位亍上海，集团已在财富管理、资产管理、家族办公室等多个领域提供专业化服务，同时，集团旗下已 设立国安信银资产管理有限公司，公司已引入中信国安投资有限公司作为战略 股东，为高净值个人及机构投资者提供优质资产。集团旗下分公司业务遍布上 海，北京，深圳，苏州，杭州以及香港。截止到2019年二季度，一诺基业已 为国内高净值客户管理资产规模达83亿***。
 
一直以来，一诺基业坚持以合规为底线，紧随金融创新改革，扎实做好严格的产品投前、投中和投后闭环式管理服务，提供底层资产清晰的优质资产，***程度保证投资者的资金安全。 未来，一诺基业将倾力成为全球化资产配置综合性金融服务机构。