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Founder Securities · 上海市 +8 more

# 私人财富顾问(PWA)

上海市 +8 more 

Listed on Founder Securities’s official careers site. Posted December 2, 2021. Check that it is still open and apply there.
[Apply on Founder Securities’s careers site →](https://foundersc.zhiye.com/social/detail?jobAdId=ebab2877-5922-481a-8281-08e328b1ec75)

[OpenNash Jobs](https://jobs.opennash.com/) / [Founder Securities](https://jobs.opennash.com/companies/founder-securities/) / 私人财富顾问(PWA)

## Job description
- 负责开发高净值客户、私人银行客户，根据客户需求出具专业的资产配置建议，推荐合适的金融产品，达成金融产品销售目标。
- 负责与高净值客户进行关系维护，定期做好存续沟通服务并向客户介绍新的金融服务、产品及金融市场动向。
- 负责通过转介绍、市场活动等渠道拓展新客户，挖掘潜在客户，提升客户转化率；充分利用公司全系牌照资源，满足客户多元化的金融需求; 5. 根据公司及团队管理要求，制定销售计划并达成个人及团队销售目标； 6. 负责带领团队内部培养、业务拓展、开发渠道、提高组织绩效，增强公司在区域及行业的竞争力; 7 从业严格遵守合规制度，防范和化解经营风险。
- 本科及以上学历；
- 熟悉各类金融产品，通过证券和基金从业资格考试，具有证券投资顾问胜任能力考试、AFP、CFP、CFA、律师或注册会计师等资格的专业型人才优先；
- 在财富管理领域具有丰富的销售和销售管理经验，熟悉当地市场情况，熟悉相关法律法规;
- 具备一定的经营管理和领导能力;
- 品行端正，具有较强的团队协作能力。

## At a glance
- Posted by the employer: Dec 2, 2021
- First seen by OpenNash: Oct 13, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 上海市 +8 more[Apply on Founder Securities’s careers site →](https://foundersc.zhiye.com/social/detail?jobAdId=ebab2877-5922-481a-8281-08e328b1ec75)

## More jobs at Founder Securities

### [Qfii交易员](https://jobs.opennash.com/companies/founder-securities/jobs/286abfcde94925cfa353/)

上海市

### [券商/金融科技行业研究员](https://jobs.opennash.com/companies/founder-securities/jobs/02c33888fdce3454fc20/)

北京市 +1 more

### [对内销售](https://jobs.opennash.com/companies/founder-securities/jobs/61785d594bfb59b3c99e/)

北京市

### [投资银行固收总部债券承做（北京）3年以上](https://jobs.opennash.com/companies/founder-securities/jobs/5ebc528526a2730cc3c5/)

北京市

## Similar jobs at other companies

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### [PWA(财富管理综合顾问)](https://jobs.opennash.com/companies/ping-an-insurance/jobs/95eca98c592e5ddd1368/)

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