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Wealth Management Specialist(个人银行投资顾问)

公司名称： 花旗银行（中国）有限公司

公司性质： 外商独资

公司规模： 1000-9999人

公司行业： 金融/银行/投资/基金/证券/期货

工作经验： 2年以上

发布日期： 2013-01-04

最低学历： 本科

管理经验： 否

工作性质： 全职

招聘人数： 若干

职位类别： 金融/证券/期货/投资

工作地点： 杭州

职位描述

RESPONSIBILITIES

Responsibility to clients

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

Responsibility to each other

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

Responsibility to franchise

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

Candidate must possess at least a Bachelor's Degree, Post Graduate Diploma, Professional Degree or Master's Degree in business / finanace / 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 mangement 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

联系方式公司介绍

公司名称：花旗银行（中国）有限公司

公司地址：北京市西城区武定侯大街6号卓著中心一层、十六层至十八层

传 真：6510 2939

公司主页：http://www.citibank.com

中国足彩网信息请查看银行招聘网