长沙 [切换城市] 长沙招聘长沙银行招聘长沙外汇交易招聘

Wealth Management Specialist (投资顾问)

花旗银行(中国)有限公司长沙分行

  • 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:2014-08-11
  • 工作地点:长沙
  • 招聘人数:若干
  • 工作经验:2年
  • 学历要求:本科
  • 语言要求:英语熟练
  • 职位月薪:面议
  • 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

公司介绍

花旗在中国的历史可追溯至1902年5月。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。目前,花旗中国在在华外资银行中处领先地位,分别在北京、天津、大连、上海、南京、杭州、广州、深圳、成都、重庆和贵阳拥有11家分行,34家零售银行网点。花旗集团在全球超过140个国家开展业务,是在中国最具全球性的外资银行。

联系方式

  • 公司地址:芙蓉中路二段110号
  • 邮政编码:410015