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Citic Securities · 海口市

# 客户经理

海口市 

Listed on Citic Securities’s official careers site. Listed as of October 19, 2026. Check that it is still open and apply there.
[Apply on Citic Securities’s careers site →](https://careers.citics.com/positonDetail?deptNo=721&positionNo=5074&pageName=socialBranch&resumeType=2)

[OpenNash Jobs](https://jobs.opennash.com/) / [Citic Securities](https://jobs.opennash.com/companies/citic-securities/) / 客户经理

## Job description
- 组织与参与各类市场营销和客户服务活动，开发和积累客户数量和客户资产；
- 向客户介绍公司和证券市场的基本情况，传递由公司统一提供的研究报告及与证券投资综合理财有关的信息、金融产品宣传推介材料及有关信息，介绍金融产品购买流程，提供各类投资理财建议、进行客户资产及产品配置、客户资产跟踪检视等工作；
- 及时完成所在营业部交办的其它工作。
- 全日制本科及以上学历，年龄不超过40周岁，有较强的学习意愿与学习能力；
- 具有累计3年及以上金融行业相关的工作经验，具有证券从业资格，具备良好的职业道德和专业素质，无违法违规记录；
- 具备较好的沟通交流能力，客户服务意识、团队合作精神与责任感；
- 具有投资顾问咨询资格、基金销售资格、期货从业资格优先。

## At a glance
- Posted by the employer: Not stated
- First seen by OpenNash: Aug 1, 2026
- Last checked: Oct 19, 2026
- Listed for: 79 days
- Location: 海口市[Apply on Citic Securities’s careers site →](https://careers.citics.com/positonDetail?deptNo=721&positionNo=5074&pageName=socialBranch&resumeType=2)

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### [团队负责人（业务总监)](https://jobs.opennash.com/companies/citic-securities/jobs/d9e85ec834deb71c78ea/)

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Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

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