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咨詢顧問

1.3-2萬
  • 上海長寧區
  • 1-3年
  • 本科
  • 全職
  • 招5人

職位描述

企業咨詢項目B端客戶大客戶（KA）咨詢服務企業服務
(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.

工作地點

上海長寧區SOHO中山廣場

職位發布者

Moni/人力資源主管

今日活躍
立即溝通
公司Logo上海耀達保險代理有限公司
耀達保險是一家專注于行業保險解決方案的創新型保險顧問公司，成立于2009年8月6日，在上海和香港設有服務辦公室，是耀達咨詢的子公司。耀達咨詢為快速成長的企業提供風險管理咨詢及階段性管理服務，全球擁有眾多專家庫成員。十多年來，耀達保險服務的行業包括建筑地產、會展活動、股權投資、出口制造、醫療醫藥及演藝影視行業等。我們提供的專業保險服務包括財產及責任保險、員工福利方案及高凈值個人保險等。耀達保險也是國際經紀公司聯盟WIBGLOBAL的成員，有能力為客戶提供全球的保險出單服務。上海耀達企業管理咨詢有限公司成立于2012年，在項目管理咨詢、風險管理和高端獵頭服務等方面擁有豐富的經驗。旗下子公司包括上海耀達保險代理有限公司和上海耀海網絡科技有限公司，并參股上海逖思工程咨詢有限公司。我們的合伙人團隊參與了眾多的項目管理，與我們的精英人才庫一起，竭誠為廣大客戶提供專業的服務，不斷為客戶創造價值。耀達咨詢提供的服務包括：保險顧問服務、人力資源服務、人力外包和互聯網科技等一站式的綜合服務。近十年來，我們在股權投資、建筑地產、會展活動、科技制造和醫療醫藥行業等領域，都擁有眾多客戶。更多信息請訪問耀達網站：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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