Wealth Management Specialist
上海锡科斯人力资源有限公司
- 公司规模:150-500人
- 公司性质:合资(欧美)
- 公司行业:银行
职位信息
- 发布日期:2013-05-14
- 工作地点:上海
- 招聘人数:若干
- 工作经验:三年以上
- 学历要求:本科
- 语言要求:英语熟练
- 职位类别:个人业务客户经理 产品/品牌主管
职位描述
Job Responsibility
1. Provide sale coach and track branch sale activities:
-Prepare sale scripts based on product training materials;
-help sales to be familiar with the sales scripts by role playing;
2. Conduct continuing education for sales on products, investment basics, asset allocation strategies, etc;
3. Able to provide counseling to clients on market view, trade ideas, explanation of products by co-operating with sales on joining clients meeting, and jointly close deals with ARM/PRM;
4. New product and product retooling be conducted as required by products managers to meet new product launch schedule;
5. Be the speaker of mini client events; tack event sales and client following up results; help product manager on coordinating country level customer events;
6. Collect customer and sales feedback to help product manager on improving product design, sale process, and training materials;
7. Assist Product Manager to monitor and achieve the target.
Requirements
1. University bachelor or above degree in Banking, Finance or equivalent;
2. At least 3 years of experience in financial industry and above 2 years of mutual fund & insurance product experience is necessary;
3. Have good knowledge in Wealth Management products and Bank Insurance products;
4. Sound analytical mind and able to interpret economic data;
5. Good communication skill and presentation skill; had sale experience;
6. Must have (or willing to learn) a broad based investment-related exposure and background in order to multi-task within a small team;
7. Candidate should ideally be mature, confident, and able to play a meaningful role in business initiatives.
公司介绍
*成立于1999年,是大中华地区代表性金融中高阶人才寻觅机构,专注为银行、保险、基金、证券...等金融业客户寻觅专业人才。
*总部设于上海陆家嘴金融中心,营业据点包含:多伦多、上海、北京、台北、深圳、广州、成都、大连…等城市。
*快速满足客户需求,提供专业、快速、精准、高性价比的服务
*协助客户完善人力资本,协助人才完善职涯规划
竞争优势
*专注金融行业中高级人才寻觅
*优良的品牌形象
*先进的招聘系统平台
*丰富的客户及人才资源
*坚强的顾问团队
*众多的营业据点
企业文化
*专注、专业、创新、团队合作
*勇于拼搏的创业家精神
*绿色企业:力行俭朴,节能环保,爱护地球
*善尽社会责任,经营有成,回馈社会
联系方式
- 公司地址:地址:span北京