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
更多信息请查看银行招聘网
