东莞 [切换城市] 东莞招聘东莞银行招聘东莞高级客户经理/客户经理招聘

senior personal banker

宜信卓越财富投资管理(北京)有限公司

  • 公司性质:民营公司
  • 公司行业:金融/投资/证券

职位信息

  • 发布日期:2013-11-16
  • 工作地点:北京
  • 招聘人数:3
  • 职位类别:高级客户经理/客户经理  个人业务客户经理

职位描述

Job duties:

To identify emerging mass affluent customers with large deposits,
evaluate customer’s need & cross-sell products, such as Insurance, Home
loan (HML) & Capital Protected Investment (CPI).
To deliver high standard of professional service to ensure
customer satisfaction.
To maintain service enhancement by assisting SBM & Advance Wealth
Manager in cultivating the Sales &Service culture, in ensuring the
professional environment of the bank hall and handling difficult situations
to customers’ satisfaction.
To support SBM & Advance Wealth Manager in implementing Sales & Service
plan for the department. Ensures the targets set under Sales & Service
programmes are met.

Job requirements:
Bachelor degree or above
About 3 years’ related working experience
General knowledge of full range of Bank’s Personal Financial
Service (PFS) banking products and services
Mature and with commercial orientation
Basic spoken and written English
Good interpersonal and communication skills
Independent, sociable and able to work under pressure
Good team player
Well organized

公司介绍

宜信旗下财富管理业务品牌,为中国高净值人士提供专业的全球资产配置服务和财富管理与投资咨询服务。涉及包含但不限于类固定收益、私募股权、资本市场、房地产金融、保险保障等全方位财富管理产品投资建议与服务,同时提供家族传承、海外美好生活、精英学习、游学教育等全球公民综合服务。中国大陆近40个城市设有分支机构,并在中国香港、新加坡、以色列、欧洲、北美等地设有办公室。

联系方式

  • Email:crediteasefuzhouhr@163.com