北京 [切换城市] 北京招聘北京银行招聘北京高级客户经理/客户经理招聘

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 customersportfolio holdings

  • Actively participate in Priority Banking / other Banks 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 Banks 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 customers complaint.


公司介绍

前程无忧

联系方式

  • Email:fucan.yue@51job.com
  • 公司地址:地址:span威海路