Wealth Management Specialist (投资顾问)
花旗银行(中国)有限公司重庆分行
- 公司规模:50-150人
- 公司性质:外资(欧美)
- 公司行业:银行
职位信息
- 发布日期:2014-08-18
- 工作地点:重庆
- 招聘人数:若干
- 工作经验:二年以上
- 学历要求:本科
- 语言要求:英语良好
- 职位类别:外汇交易 投资/理财顾问
职位描述
RESPONSIBILITIES
· 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
· 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
· 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
· High Integrity
· At least a Bachelor's Degree, Post Graduate Diploma, Professional Degree or Master's Degree in business / finance / 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 management 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
· 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
· 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
· 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
· High Integrity
· At least a Bachelor's Degree, Post Graduate Diploma, Professional Degree or Master's Degree in business / finance / 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 management 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
公司介绍
花旗银行(中国)有限公司
2007年4月,花旗成为首批注册成为本地法人银行的外资银行之一。花旗银行(中国)有限公司(以下简称“花旗中国”)为美国花旗银行有限公司全资所有。目前,花旗中国在在华外资银行中处领先地位,分别在北京、上海、广州、深圳、天津、成都、杭州和大连拥有8家分行。
2009年7月16日,花旗中国获得了中国银行业监督管理委员会关于筹建重庆分行的批复。这将成为花旗中国的第九家分行。
新的重庆分行将根据花旗多样化的客户基础,针对跨国企业、本地领先企业、金融机构、中小企业和零售客户的金融需求,提供一系列广泛的产品和服务。花旗的个人消费金融业务在持续领导为国内市场引进新型创新产品的同时,还将重点关注并提供范围广泛的全面银行服务。重庆分行将设有花旗贵宾理财中心,提供花旗享誉全球的财富管理服务。更多信息请参见花旗中国官方网站:******************* 或 ***************
为了迎接新的挑战和机遇,花旗银行(中国)有限公司重庆分行诚聘优秀人才加盟。
About Citi China
Citi first established an office in China on May 15, 1902, in Shanghai. In April 2007, Citi was among the first international banks to locally incorporate in China. Citi’s locally incorporated entity is known as Citibank (China) Co., Ltd, which is wholly owned by Citibank N.A. Today Citi is a leading international bank in China with footprint in thirteen cities across China (Beijing, Changsha, Chengdu, Chongqing, Dalian, Guangzhou, Guiyang, Hangzhou, Nanjing, Shanghai, Shenzhen, Tianjin, Wuxi). Citi has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions, Citi is the most global of all international banks in China.
2007年4月,花旗成为首批注册成为本地法人银行的外资银行之一。花旗银行(中国)有限公司(以下简称“花旗中国”)为美国花旗银行有限公司全资所有。目前,花旗中国在在华外资银行中处领先地位,分别在北京、上海、广州、深圳、天津、成都、杭州和大连拥有8家分行。
2009年7月16日,花旗中国获得了中国银行业监督管理委员会关于筹建重庆分行的批复。这将成为花旗中国的第九家分行。
新的重庆分行将根据花旗多样化的客户基础,针对跨国企业、本地领先企业、金融机构、中小企业和零售客户的金融需求,提供一系列广泛的产品和服务。花旗的个人消费金融业务在持续领导为国内市场引进新型创新产品的同时,还将重点关注并提供范围广泛的全面银行服务。重庆分行将设有花旗贵宾理财中心,提供花旗享誉全球的财富管理服务。更多信息请参见花旗中国官方网站:******************* 或 ***************
为了迎接新的挑战和机遇,花旗银行(中国)有限公司重庆分行诚聘优秀人才加盟。
About Citi China
Citi first established an office in China on May 15, 1902, in Shanghai. In April 2007, Citi was among the first international banks to locally incorporate in China. Citi’s locally incorporated entity is known as Citibank (China) Co., Ltd, which is wholly owned by Citibank N.A. Today Citi is a leading international bank in China with footprint in thirteen cities across China (Beijing, Changsha, Chengdu, Chongqing, Dalian, Guangzhou, Guiyang, Hangzhou, Nanjing, Shanghai, Shenzhen, Tianjin, Wuxi). Citi has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions, Citi is the most global of all international banks in China.
联系方式
- Email:yan.yang@citigroup.com
- 公司地址:地址:span重庆市重庆市渝中区中华路185号重庆国贸中心