高级理财经理/某外资银行
SHCP直通车项目组1
- 公司规模:500-1000人
- 公司行业:互联网/电子商务
职位信息
- 发布日期:2019-11-04
- 工作地点:上海
- 招聘人数:若干人
- 工作经验:2年经验
- 学历要求:本科
- 职位月薪:20-30万/年
- 职位类别:个人业务客户经理 高级客户经理/客户经理
职位描述
Deliver allocated performance targets for various product VSs.
Maintain relationship with customers and deliver superior customer service to ensure customers' needs are met
Enhance bank-customer relationships by expanding existing customers’ portfolio holdings
Actively participate in Priority Banking / other Bank’s marketing and promotional activities to acquire NTB customers, as well as cross-selling to existing customers.
Proactively engage with Personal Clients hidden affluent and advise to approach bank with complex investment needs
Accountable for implementing and complying with AML requirements when performing duties
Ensure compliance of Management Manual, Operating Manuals and Bank’s laid down knowledge of the various products offered by all departments.
Learn and understand all relevant regulations and internal Risk & Compliance policies and procedures.
Keep updated on the events in the financial industry.
Participate actively in training programs, meetings, briefings organized by the bank and ensure skills & knowledge acquired is applied to daily work.
Ensure timeliness & managing customer’s complaint.
职能类别:个人业务客户经理高级客户经理/客户经理
公司介绍
联系方式
- Email:fucan.yue@51job.com
- 公司地址:地址:span威海路