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咨詢顧問

1.3-2萬
  • 北京朝陽區(qū)
  • 1-3年
  • 本科
  • 全職
  • 招5人

職位描述

企業(yè)咨詢項(xiàng)目B端客戶大客戶(KA)咨詢服務(wù)企業(yè)服務(wù)
(This position belongs to our parent company, Shanghai Sun Wisdom Consulting Co., Ltd.) About the Company: Our parent company specializes in risk advisory services for listed companies. We regularly organize CFO & Board Secretary Summit Forums in mainland China and Hong Kong and manage the official WeChat public account [TOP100CFOs]. Job Description:
  • Follow up on client leads generated from marketing events and drive business conversion.
  • Plan and participate in high-level forums, business dinners, and networking events to cultivate business opportunities.
  • Build and maintain deep business relationships with CFOs, Board Secretaries, and senior finance executives of listed/pre-IPO companies.
  • Analyze client needs and coordinate internal resources to provide customized solutions.
  • Conduct regular visits to key clients to establish long-term strategic partnerships.
  • Gather market trends and competitive intelligence to support business decision-making.
Requirements:
  • Bachelor’s degree or above (Master’s/MBA preferred).
  • Fluent in English (must be able to handle international business communications).
  • 2+ years in corporate client development or account management (experience in finance/consulting preferred).
  • Strong business networking skills, with the ability to build trust with C-level executives.
  • Professional demeanor and ability to navigate high-level business settings.
Preferred Qualifications:
  • Experience in risk advisory, investor relations, or corporate finance.
  • Familiarity with listed company compliance, governance, or financial reporting.
  • Existing network among CFOs, Board Secretaries, or senior finance professionals.
Why Join Us?
  • Exposure to top-tier executives in China’s capital markets.
  • Opportunities to attend exclusive industry summits and networking events.
  • Career growth within a specialized advisory firm with strong market influence.
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工作地點(diǎn)

北京朝陽區(qū)國貿(mào)商城

職位發(fā)布者

Moni/人力資源主管

三日內(nèi)活躍
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耀達(dá)保險(xiǎn)是一家專注于行業(yè)保險(xiǎn)解決方案的創(chuàng)新型保險(xiǎn)顧問公司,成立于2009年8月6日,在上海和香港設(shè)有服務(wù)辦公室,是耀達(dá)咨詢的子公司。耀達(dá)咨詢?yōu)榭焖俪砷L的企業(yè)提供風(fēng)險(xiǎn)管理咨詢及階段性管理服務(wù),全球擁有眾多專家?guī)斐蓡T。十多年來,耀達(dá)保險(xiǎn)服務(wù)的行業(yè)包括建筑地產(chǎn)、會(huì)展活動(dòng)、股權(quán)投資、出口制造、醫(yī)療醫(yī)藥及演藝影視行業(yè)等。我們提供的專業(yè)保險(xiǎn)服務(wù)包括財(cái)產(chǎn)及責(zé)任保險(xiǎn)、員工福利方案及高凈值個(gè)人保險(xiǎn)等。耀達(dá)保險(xiǎn)也是國際經(jīng)紀(jì)公司聯(lián)盟WIBGLOBAL的成員,有能力為客戶提供全球的保險(xiǎn)出單服務(wù)。上海耀達(dá)企業(yè)管理咨詢有限公司成立于2012年,在項(xiàng)目管理咨詢、風(fēng)險(xiǎn)管理和高端獵頭服務(wù)等方面擁有豐富的經(jīng)驗(yàn)。旗下子公司包括上海耀達(dá)保險(xiǎn)代理有限公司和上海耀海網(wǎng)絡(luò)科技有限公司,并參股上海逖思工程咨詢有限公司。我們的合伙人團(tuán)隊(duì)參與了眾多的項(xiàng)目管理,與我們的精英人才庫一起,竭誠為廣大客戶提供專業(yè)的服務(wù),不斷為客戶創(chuàng)造價(jià)值。耀達(dá)咨詢提供的服務(wù)包括:保險(xiǎn)顧問服務(wù)、人力資源服務(wù)、人力外包和互聯(lián)網(wǎng)科技等一站式的綜合服務(wù)。近十年來,我們在股權(quán)投資、建筑地產(chǎn)、會(huì)展活動(dòng)、科技制造和醫(yī)療醫(yī)藥行業(yè)等領(lǐng)域,都擁有眾多客戶。更多信息請?jiān)L問耀達(dá)網(wǎng)站:www.sunwising.com若您想加入我們請將簡歷投遞郵箱:moni@sunwising.com
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