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
联系方式
- Email:crediteasefuzhouhr@163.com