广州 [切换城市] 广州招聘广州银行招聘广州个人业务客户经理招聘

Financial Planning Consultant(财务安全规划师)

花旗银行(中国)有限公司广州分行

  • 公司规模:500-1000人
  • 公司性质:外资(欧美)
  • 公司行业:银行

职位信息

  • 发布日期:2013-09-17
  • 工作地点:广州
  • 招聘人数:1
  • 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:理财顾问/财务规划师  个人业务客户经理

职位描述

RESPONSIBILITIES

?To use a holistic financial planning approach to educate and help customers identify financial gaps in their current wealth or asset allocation and to introduce suitable products.
? 通过综合理财规划引导和帮助客户分析现有财富或资产的配置情况,并发掘需求,然后介绍相应的产品。
?To work with sales manager and branch manager to coach, train and guide RM/PBs on the holistic financial planning and needs based selling skills.
?负责与销售经理和支行行长 共同配合对支行理财经理在综合理财规划和需求为导向的销售技能技巧方面进行培训,辅导和指导。
?To work with sales manager and branch manager to plan for sales activities.
?负责与销售经理和支行行长共同配合和规划支行的保险业务和相关销售活动。
?To maintain and manage good relationships with customers and to ensure customers have a consistent and superior banking experience.
?负责维护和管理客户关系,确保客户与银行保持持续且良好的服务体验。
?To strictly abide by the requirements of compliance & internal control on sales activities.
?严格遵守合规要求和公司内部对销售的相关规定。

KEY REQUIREMENTS

?Candidate must possess an university degree from a recognised university.
?具有国家承认的大学本科学历
?Candidate should exhibit good communication skills, possess excellent service attitude and are highly self-driven and positive.
? 具备良好的沟通能力,热忱的服务态度,工作主动积极。
?Candidate should possess sound knowledge of financial planning skills, insurance laws, insurance products and investment products.
?通晓保险法律法规,保险产品和投资产品知识,并具备财务规划能力
?Candidates with good knowledge of tax law and general financial and economic market would be advantageous.
? 熟悉税法和金融经济市场者优先。
?Candidate with AFP or CFP would be highly advantageous.
?具有AFP金融理财师或CFP国际金融理财师资质者优先。
?Work experience: at least 2 years of experience in wealth management in a bank or financial planning experience in an insurance company.
?工作经验:具备至少2 年以上银行财富管理或保险公司理财规划的相关工作经验

请有意愿者将简历投递至:south.hr.china.gcg@citi.com
邮件命名格式:职位名称+姓名

公司介绍

花旗在中国的历史可追溯至1902年5月,是首家在中国开业的美国银行。2007年4月,花旗成为首批注册成为本地法人银行的国际银行之一。花旗银行(中国)有限公司为美国花旗银行有限公司全资所有。目前,花旗中国在在华国际国际银行中处领先地位,分别在北京、上海、广州、深圳、天津、成都、杭州、大连、重庆、贵阳、南京、长沙和无锡拥有13家分行,52家零售银行网点。花旗集团在全球超过160个国家和市场开展业务,是在中国最具有全球性的国际银行。

为了迎接新的挑战和机遇,花旗银行(中国)有限公司广州分行诚聘优秀人才加盟。

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, and has thirteen corporate bank branches - in Beijing, Shanghai, Guangzhou, Shenzhen, Tianjin, Chengdu, Hangzhou, Dalian, Chongqing, Guiyang, Nanjing, Changsha and Wuxi and fifty-two consumer bank outlets. With operations in more than 160 countries around the world, Citi is the most global of all international banks in China.

联系方式

  • 公司地址:地址:span广州天河区体育东路118号财富广场西塔805室