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公司規(guī)模：1000-9999人

公司性質(zhì)：外商獨(dú)資

公司行業(yè)：金融/銀行/投資/基金/證券/期貨

工作經(jīng)驗(yàn)：2年以上

工作性質(zhì)：全職

最低學(xué)歷：大專(zhuān)

管理經(jīng)驗(yàn)：不要求

職位月薪：面議

招聘人數(shù)：1人

工作地點(diǎn)：無(wú)錫

職位類(lèi)別：財(cái)務(wù)分析經(jīng)理/主管

發(fā)布日期：2013-10-10

職位描述

DEPARTMENT:GCB SD

LOCATION:Wuxi

RESPONSIBILITIES

• To use a holistic financial planning approach to educate and help customers identify financial gaps in their current wealth or asset allocation and to introduce suitable products.

通過(guò)綜合理財(cái)規(guī)劃引導(dǎo)和幫助客戶分析現(xiàn)有財(cái)富或資產(chǎn)的配置情況，并發(fā)掘需求，然后介紹相應(yīng)的產(chǎn)品。

• To work with sales manager and branch manager to coach, train and guide RM/PBs on the holistic financial planning and needs based selling skills.

負(fù)責(zé)與銷(xiāo)售經(jīng)理和支行行長(zhǎng) 共同配合對(duì)支行理財(cái)經(jīng)理在綜合理財(cái)規(guī)劃和需求為導(dǎo)向的銷(xiāo)售技能技巧方面進(jìn)行培訓(xùn)，輔導(dǎo)和指導(dǎo)。

• To work with sales manager and branch manager to plan for sales activities.

負(fù)責(zé)與銷(xiāo)售經(jīng)理和支行行長(zhǎng)共同配合和規(guī)劃支行的保險(xiǎn)業(yè)務(wù)和相關(guān)銷(xiāo)售活動(dòng)。

• To maintain and manage good relationships with customers and to ensure customers have a consistent and superior banking experience.

負(fù)責(zé)維護(hù)和管理客戶關(guān)系，確?？蛻襞c銀行保持持續(xù)且良好的服務(wù)體驗(yàn)。

• To strictly abide by the requirements of compliance internal control on sales activities.

嚴(yán)格遵守合規(guī)要求和公司內(nèi)部對(duì)銷(xiāo)售的相關(guān)規(guī)定。

KEY REQUIREMENTS

• Candidate must possess an university degree from a recognised university.

具有國(guó)家承認(rèn)的大學(xué)本科學(xué)歷

• Candidate should exhibit good communication skills, possess excellent service attitude and are highly self-driven and positive.

具備良好的溝通能力，熱忱的服務(wù)態(tài)度，工作主動(dòng)積極。

• Candidate should possess sound knowledge of financial planning skills, insurance laws, insurance products and investment products.

通曉保險(xiǎn)法律法規(guī)，保險(xiǎn)產(chǎn)品和投資產(chǎn)品知識(shí)，并具備財(cái)務(wù)規(guī)劃能力

• Candidates with good knowledge of tax law and general financial and economic market would be advantageous.

熟悉稅法和金融經(jīng)濟(jì)市場(chǎng)者優(yōu)先。

• Candidate with AFP or CFP would be highly advantageous.

具有AFP金融理財(cái)師或CFP國(guó)際金融理財(cái)師資質(zhì)者優(yōu)先。

• Work experience: at least 2 years of experience in wealth management in a bank or financial planning experience in an insurance company.

工作經(jīng)驗(yàn)：具備至少2 年以上銀行財(cái)富管理或保險(xiǎn)公司理財(cái)規(guī)劃的相關(guān)工作經(jīng)驗(yàn).

Please email your resume,email address：rachel.tu@citi.com

詳情登陸：http://special.zhaopin.com/bj/2011/hq031438/job.html

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