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公司规模： |
20-99人 |
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公司性质： |
外商独资 |
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公司行业： |
金融/银行/投资/基金/证券/期货 |
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工作经验： |
2-3年 |
工作性质： |
全职 |
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最低开云kaiyun(中国)历： |
本科 |
管理经验： |
不要求 |
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职位月薪： |
面议 |
招聘人数： |
若干 |
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工作地点： |
重庆 |
职位类别： |
投资/理财服务 |
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发布日期： |
2013-11-08 |
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职位描述
RESPONSIBILITIES
· Handles complex customer relationship and interacts with top tier customers requiring sophisticated products and management
· When required in direct customer contact, assist customers in assessing risk preference through systematic profiling process and recommend wealth management products that best suit customers' needs
· Actively support the team / branch to deliver quality sales and service and other Bank's initiatives
· Deliver top-notch service to best satisfy customers
· Ensures complete and correct product knowledge dissemination to the relationship managers associated
· Maintain constant review of the market and customers and provide feedback through supervisors to relevant departments to enable them to develop the market, place products and programs
· Coach and motivate branch sales staff to achieve wealth management revenue target
· Provide training and coaching to branch sales staff on investment / treasury updates
· Ensure sales conduct and contact with customers are in strict adherence to the compliance standard of the Bank and of the local regulatory bodies
· Utilize audit/control process to keep fraud/operating losses at a minimum
KEY REQUIREMENTS
· High Integrity
· At least a Bachelor's Degree, Post Graduate Diploma, Professional Degree or Master's Degree in business / finance / economics. Additional professional accreditation like Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) would be an added advantage.
· Strong knowledge of financial markets and wealth management investment products (mutual funds, bonds, structured products, FX, derivatives)
· At least 2-3 years of experience in the financial market
· Pleasant personality with strong interpersonal and communication skills
· Confident, intelligent, independent, result oriented and resourceful
· A team player
· Enjoy meeting people
· Possess excellent presentation skills, verbal and written communication skills
