PFS Ralationship Management Team Head(AVP)
大华银行(中国)有限公司
- 公司性质:外资(非欧美)
- 公司行业:银行
职位信息
- 发布日期:2013-01-09
- 工作地点:上海
- 招聘人数:1
- 工作经验:五年以上
- 学历要求:大专
- 语言要求:英语良好
普通话良好 - 职位类别:个人业务部门经理/主管
职位描述
RESPONSIBILITIES
Deliver allocated performance targets for various products.
Maintain relationship with customers and deliver superior customer service to ensure customers? needs are met.
Provide financial planning advice to customer by delivering proper asset allocation, suitability assessment and other available tools to meet customer needs.
Maximize customer profitability through disciplined relationship management and cross-selling.
Actively participate in marketing and promotional activities to acquire new to bank customers, as well as cross-selling to existing customers.
Must comply with their respective Money Laundering Prevention Procedures and be alert at all times to unusual or possibly suspicious customer activity, and should report any suspicious activity
Learn and understand all relevant regulations and internal Risk & Compliance policies and procedures
Ensure compliance of Management Manual, Operating Manuals and Bank's laid down knowledge of the various products offered by all departments.
Keep updated on the events in the financial industry.
Participate actively in training program, meeting, briefings organized by the bank and ensure skills and knowledge acquired is applied to daily work.
Ensure timeliness & managing customer's complaint.
REQUIREMENTS:
Preferably having 6 years of sales experience in the banking and financial services industry
Sound knowledge of bank products, services and banking procedures, equities markets, unit trusts other personal investment and lending services are preferred
Basic investment counseling and analytical skills
Strong interpersonal and communication skills, ability to deal with all levels of people, often in complex and difficult situations
Team player who shows initiative and assertiveness
Self-motivator who is keen to upgrade, improve personal knowledge and skills to meet job requirements
Good command of both spoken and written English and Mandarin
PFS RM TEAM HEAD (AVP)
UOB is one of Asia's leading financial institutions with a network of 500 offices spanning 18 countries.
The group provides a wide range of financial services through its global network of branches/offices and subsidiaries/associates: personal financial services, private banking, commercial and corporate banking, investment banking, corporate finance, capital market activities, treasury services, futures broking, asset management, venture capital management, general insurance, life assurance and stock broking services.
RESPONSIBILITIES
Deliver allocated performance targets for various products.
Maintain relationship with customers and deliver superior customer service to ensure customers? needs ar e met.
Provide financial planning advice to customer by delivering proper asset allocation, suitability assessme nt and other available tools to meet customer needs.
Maximize customer profitability through disciplined relationship management and cross-selling.
Actively participate in marketing and promotional activities to acquire new to bank customers, as well as cross-selling to existing customers.
Must comply with their respective Money Laundering Prevention Procedures and be alert at all times to unus ual or possibly suspicious customer activity, and should report any suspicious activity
Learn and understand all relevant regulations and internal Risk & Compliance policies and procedures Ensure compliance of Management Manual, Operating Manuals and Bank'
s laid down knowledge of the various products offered by all departments.
Keep updated on the events in the financial industry.
Participate actively in training program, meeting, briefings organized by the bank and ensure skills and
knowledge acquired is applied to daily work.
Ensure timeliness & managing customer's complaint.
REQUIREMENTS:
Preferably having 6 years of sales experience in the banking and financial services industry
Sound knowledge of bank products, services and banking procedures, equities markets, unit trusts other personal investment and lending services are preferred
Basic investment counseling and analytical skills
Strong interpersonal and communication skills, ability to deal with all levels of people, often in com plex and difficult situations
Team player who shows initiative and assertiveness
Self-motivator who is keen to upgrade, improve personal knowledge and skills to meet job requirements
Good command of both spoken and written English and Mandarin
Deliver allocated performance targets for various products.
Maintain relationship with customers and deliver superior customer service to ensure customers? needs are met.
Provide financial planning advice to customer by delivering proper asset allocation, suitability assessment and other available tools to meet customer needs.
Maximize customer profitability through disciplined relationship management and cross-selling.
Actively participate in marketing and promotional activities to acquire new to bank customers, as well as cross-selling to existing customers.
Must comply with their respective Money Laundering Prevention Procedures and be alert at all times to unusual or possibly suspicious customer activity, and should report any suspicious activity
Learn and understand all relevant regulations and internal Risk & Compliance policies and procedures
Ensure compliance of Management Manual, Operating Manuals and Bank's laid down knowledge of the various products offered by all departments.
Keep updated on the events in the financial industry.
Participate actively in training program, meeting, briefings organized by the bank and ensure skills and knowledge acquired is applied to daily work.
Ensure timeliness & managing customer's complaint.
REQUIREMENTS:
Preferably having 6 years of sales experience in the banking and financial services industry
Sound knowledge of bank products, services and banking procedures, equities markets, unit trusts other personal investment and lending services are preferred
Basic investment counseling and analytical skills
Strong interpersonal and communication skills, ability to deal with all levels of people, often in complex and difficult situations
Team player who shows initiative and assertiveness
Self-motivator who is keen to upgrade, improve personal knowledge and skills to meet job requirements
Good command of both spoken and written English and Mandarin
PFS RM TEAM HEAD (AVP)
UOB is one of Asia's leading financial institutions with a network of 500 offices spanning 18 countries.
The group provides a wide range of financial services through its global network of branches/offices and subsidiaries/associates: personal financial services, private banking, commercial and corporate banking, investment banking, corporate finance, capital market activities, treasury services, futures broking, asset management, venture capital management, general insurance, life assurance and stock broking services.
RESPONSIBILITIES
Deliver allocated performance targets for various products.
Maintain relationship with customers and deliver superior customer service to ensure customers? needs ar e met.
Provide financial planning advice to customer by delivering proper asset allocation, suitability assessme nt and other available tools to meet customer needs.
Maximize customer profitability through disciplined relationship management and cross-selling.
Actively participate in marketing and promotional activities to acquire new to bank customers, as well as cross-selling to existing customers.
Must comply with their respective Money Laundering Prevention Procedures and be alert at all times to unus ual or possibly suspicious customer activity, and should report any suspicious activity
Learn and understand all relevant regulations and internal Risk & Compliance policies and procedures Ensure compliance of Management Manual, Operating Manuals and Bank'
s laid down knowledge of the various products offered by all departments.
Keep updated on the events in the financial industry.
Participate actively in training program, meeting, briefings organized by the bank and ensure skills and
knowledge acquired is applied to daily work.
Ensure timeliness & managing customer's complaint.
REQUIREMENTS:
Preferably having 6 years of sales experience in the banking and financial services industry
Sound knowledge of bank products, services and banking procedures, equities markets, unit trusts other personal investment and lending services are preferred
Basic investment counseling and analytical skills
Strong interpersonal and communication skills, ability to deal with all levels of people, often in com plex and difficult situations
Team player who shows initiative and assertiveness
Self-motivator who is keen to upgrade, improve personal knowledge and skills to meet job requirements
Good command of both spoken and written English and Mandarin
公司介绍
大華銀行集團於1992年1月在台灣成立辦事處,繼3年後1995年8月28日正式升級為分行。有鑒於台灣金融業的不斷國際化及自由化,我們在2001年4月2日也開始辦理國際境外金融(OBU)的業務。
大華銀行台北分行擁有一般正規銀行的執照,可提供客戶全方位的金融服務,我們不僅提供傳統的匯款與貿易服務,同時亦承做企業授信、商業融資、即期暨遠期外匯等財務金融交易。
大華銀行集團擁有卓越之國際聲譽,所以我們所針對的客戶是一般有跨國界金融服務需求的企業。
本行經多年來的努力,已成功建立了一群本地與國際的客戶。我們深信本行在與其他分支機構的合作下(尤其是大中華地區),當能實現本集團之***使命:『發展成為亞洲太平洋區域的主要銀行,承諾為客戶提供優質產品與最完善的服務』。
大華銀行台北分行擁有一般正規銀行的執照,可提供客戶全方位的金融服務,我們不僅提供傳統的匯款與貿易服務,同時亦承做企業授信、商業融資、即期暨遠期外匯等財務金融交易。
大華銀行集團擁有卓越之國際聲譽,所以我們所針對的客戶是一般有跨國界金融服務需求的企業。
本行經多年來的努力,已成功建立了一群本地與國際的客戶。我們深信本行在與其他分支機構的合作下(尤其是大中華地區),當能實現本集團之***使命:『發展成為亞洲太平洋區域的主要銀行,承諾為客戶提供優質產品與最完善的服務』。
联系方式
- Email:shanghai.recruitment@uobgroup.com