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

Priority Relationship Manager /优先理财客户经理

渣打银行(中国)有限公司

  • 公司规模:1000-5000人
  • 公司性质:外资(欧美)
  • 公司行业:银行

职位信息

  • 发布日期:2020-03-19
  • 工作地点:上海
  • 招聘人数:若干人
  • 工作经验:本科
  • 学历要求:招若干人
  • 语言要求:不限
  • 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

Scope of Role:

Customer sales and service


Key Responsibilities/Challenges:

  • 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.



Selection Criteria:

  • A University graduate.
  • Have sales experience gained in the banking and financial services industry or other industries.
  • Sound knowledge of financial products and services and banking procedures, equities markets, unit trusts and other personal investment services are preferred.
  • Good 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

公司介绍

  
  渣打是一家领先的国际银行集团,业务网络遍及全球59个最有活力的市场,为来自142个市场的客户提供服务。渣打网络与“一带一路”沿线市场的重合度超过75%。渣打的使命是利用独特的多样性促进商业繁荣和增进人类福祉。渣打的文化传承和企业价值都在品牌承诺-- “一心做好,始终如一(here for good)”中得到充分体现。
  
  渣打集团有限公司在伦敦及香港的交易所上市。
  
  作为扎根中国历史最悠久的国际性银行之一,渣打从1858年在上海设立***分行开始,在华业务从未间断。2007年4月,渣打银行(中国)有限公司成为第一批本地法人化的国际银行。目前,渣打中国的营业网点已覆盖近30个沿海和内陆城市,充分显示了渣打对中国市场的长远承诺。
  
  2021年,渣打银行赢得来自政府、行业机构和媒体颁发的诸多奖项和荣誉,包括: “一带一路”绿色投资原则能力建设领袖奖、广东省金融创新奖三等奖、债券通优秀做市商、CIPS跨境支付结算卓越参与者、《澎湃》年度外资银行、《华尔街见闻》年度卓越外资银行、《彭博商业周刊》年度银行卓越大奖、《21世纪经济报道》卓越大湾区银行、《金融界》杰出风险控制管理奖、《经济观察报》年度卓越零售银行、《界面》年度臻善企业、财富管理获《证券时报》ESG实践天玑奖、《贸易金融》***供应链金融银行、《亚洲银行家》中国***顾客忠诚度项目/应用奖、The Assets***交易银行、***流动资金管理银行、“国际金融论坛”全球绿色金融创新奖、“中国企业社会责任国际论坛”金蜜蜂企业、智联招聘中国年度优选雇主等。

联系方式

  • Email:tasfgto.chinahr@sc.com
  • 公司地址:上海市浦东新区世纪大道201号渣打银行大厦18楼 (邮编:200120)