零售产品经理（财富管理）- 资产配置顾问 - 私人财富管理部
Core
Drive branch asset allocation services, optimize the asset allocation system experience, and support frontline relationship managers in client discussions.
Role type
Retail Product Manager (Wealth Management)
Builds
Asset allocation services and supporting materials for retail clients
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Asset allocation logic, macroeconomic analysis, investment product sales process, training organization, sales promotion
Preferred skills
CFA/FRM certification, sales promotion experience
Technologies
Asset allocation systems
Responsibilities
Drive asset allocation services at branches, optimize asset allocation system experience, support frontline relationship managers in client discussions, refer complex client needs to investment and insurance advisors, create supporting sales materials, organize training and salons