中国民生银行投资顾问岗 – 零售银行(私人银行/财富管理)

工作描述

截止日期：2026-10-31

工作职责
Investment Consultant (Portfolio Advisor) – Retail Banking (Private Banking/Wealth Management)
1. Participate in high-net-worth client meetings with Relationship Managers and Product Managers. Provide customized investment market advices and cross-border asset allocation solutions.
2. Establish overseas investment knowledge commentaries, organize professional in-house training and track training effectiveness.
3. Monitor the completion of private banking business indicators, analyze performance gaps and provide suggestions with data reports.
4. Conduct investment market research and compile investment research reports. Provide investment strategies and portfolio recommendations to frontline business.
 
1. 协助客户经理开展高净值客户营销洽谈，专业讲解海外产品货架体系，结合客户需求与风险偏好，提供定制化投资市場建议及跨境资产配置综合方案。
2. 为分行及一线客户经理搭建海外投研知识体系，组织开展产品、资产配置、境外市场分析等专项培训，同步做好培训效果跟踪与复盘。
3. 实时监测分行私银中心各项业务任务指标完成情况，分析指标缺口及原因，输出数据反馈报告…