[Skip to main content](#main-content)

[OpenNash Jobs](https://jobs.opennash.com/)
[Hiring report](/reports/hiring/) · [All East Money Information jobs](https://jobs.opennash.com/companies/east-money-information/) · [Search jobs](/search/)

East Money Information · 上海市, 中国

# VIP理财师（天天基金）

上海市, 中国 

Listed on East Money Information ’s official careers site. Listed as of October 19, 2026. Check that it is still open and apply there.
[Apply on East Money Information ’s careers site →](https://app.mokahr.com/social-recruitment/eastmoney/57970#/job/e5e39c28-9da0-49d0-a082-45aaa052ec23)

[OpenNash Jobs](https://jobs.opennash.com/) / [East Money Information ](https://jobs.opennash.com/companies/east-money-information/) / VIP理财师（天天基金）

## Job description

岗位职责
- 负责经营、维护、管理存量高端个人客户，通过线上及线下方式为客户提供市场分析、产品解读等专业指导及服务；
- 挖掘并分析高端客户的理财需求，进行客户投资陪伴，制订客户服务方案；
- 熟悉公司产品业务及流程，帮助客户解决产品使用过程中的各类问题；
- 做好客户关系管理，持续跟进及提供优质服务，与客户建立长期良好的关系。
- 完成公司交办的其他工作。 任职要求
- 本科及以上学历，金融相关专业优先，取得基金或证券相关从业资质；
- 具备1年以上证券或理财顾问等相关工作经验，有为高端客户提供资产配置服务经验者优先；
- 诚实守信，具备良好的沟通互动能力、敏锐的市场反应力及风险意识，具备良好的客户服务意识。

## At a glance
- Posted by the employer: Not stated
- First seen by OpenNash: Oct 19, 2026
- Last checked: Oct 19, 2026
- Listed for: Under a day
- Location: 上海市, 中国[Apply on East Money Information ’s careers site →](https://app.mokahr.com/social-recruitment/eastmoney/57970#/job/e5e39c28-9da0-49d0-a082-45aaa052ec23)

## More jobs at East Money Information 

### [产品设计-海外市场行情方向](https://jobs.opennash.com/companies/east-money-information/jobs/52d0c02a4fa54b67d91e/)

上海市, 中国

### [客户端开发工程师](https://jobs.opennash.com/companies/east-money-information/jobs/51b6d6a2139481c715d7/)

上海市, 中国

### [数据标注](https://jobs.opennash.com/companies/east-money-information/jobs/ae0456edfb4058f1501f/)

上海市, 中国

### [机构客户经理-华东](https://jobs.opennash.com/companies/east-money-information/jobs/09ad2dc4e815f4bdabde/)

上海市, 中国

### [机构客户经理（银行）-上海](https://jobs.opennash.com/companies/east-money-information/jobs/3d69245ff75fadb56630/)

上海市, 中国

OpenNash lists jobs from employers’ own careers sites and does not handle applications.
Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

OpenNash Jobs · Official listings with dates and links to the employer. [Weekly hiring report](/reports/hiring/) · [Methodology](/methodology/)