Investment Advisor/ 投资顾问
渣打银行(中国)有限公司
- 公司规模:1000-5000人
- 公司性质:外资(欧美)
- 公司行业:银行
职位信息
- 发布日期:2014-04-18
- 工作地点:南昌
- 招聘人数:若干
- 工作经验:三年以上
- 学历要求:本科
- 语言要求:英语良好
普通话良好 - 职位类别:投资/理财顾问
职位描述
Department: Wealth Management
部门:财富管理部
Location: Nanchang
工作地点: 南昌
Scope of Roles:
Investment Advisory
Key Responsibilities/Challenges:
· To consult on the distribution knowledge of various wealth management products including, FX , FX derivative structures, equities, interest rate products, yield enhancement and Banca products
· To synthesize market information, formulate client interaction tactics and deliver on-site coaching on, but not limited to wealth management and Banca products
· To provide updated product training, market analysis and summary to frontline to ensure the explanation and information delivered to customers are correct and in good faith
· To participate in branch sales meetings and render professional support to sale enquiries
· To support and work with frontline to handle customers’ complaints on wealth management related issues
· To work with the frontline to ensure the sales process is properly handled to uphold the customers’ satisfaction and Bank’s service standard
· To monitor and to ensure the investment sales activities to meet the compliance requirement of the Bank.
· To support sales events (e.g. seminars) for both internal and external clients
· To monitor business progress and outlook in formulation of corresponding support strategies
· To develop and implement relevant measures including morning briefing and discussion forum to support sales and marketing programs
· To monitor the investment portfolio on branch level to avoid concentration risk on specific tranche/single product
· Must comply with their respective Money Laundering Prevention Procedures and be alert at all times to unusual or possibly suspicious customer activity, and should report any suspicious activity to AML Surveillance Team and line manager as well as directly to the Country MLPO in urgent or exceptional circumstances.
Selection Criteria:
· Degree holder. Preferably at least 4 years experience in investment consulting.
· Solid knowledge of bank products and service and banking procedures, equities, market, unit trusts and other personal investment services.
· Strong interpersonal and communication skills, ability to deal with all levels of people, often in complex and difficult situations.
· Team player who shows initiative and assertiveness.
· Self-motivated, with pro-active service attitude and able to work under pressure.
· Good command of both written English and Chinese
Please send your resume to: ( recruitment.china@sc.com), with the position and location in subject.
To apply, visit www.standardchartered.com/careers
请将简历发送至:(recruitment.china@sc.com),并在邮件主题中注明您所应聘的职位名称及地区。
想了解更多渣打银行的职位信息,请登录:www.standardchartered.com/careers
公司介绍
渣打是一家领先的国际银行集团,业务网络遍及全球59个最有活力的市场,为来自142个市场的客户提供服务。渣打网络与“一带一路”沿线市场的重合度超过75%。渣打的使命是利用独特的多样性促进商业繁荣和增进人类福祉。渣打的文化传承和企业价值都在品牌承诺-- “一心做好,始终如一(here for good)”中得到充分体现。
渣打集团有限公司在伦敦及香港的交易所上市。
作为扎根中国历史最悠久的国际性银行之一,渣打从1858年在上海设立***分行开始,在华业务从未间断。2007年4月,渣打银行(中国)有限公司成为第一批本地法人化的国际银行。目前,渣打中国的营业网点已覆盖近30个沿海和内陆城市,充分显示了渣打对中国市场的长远承诺。
2021年,渣打银行赢得来自政府、行业机构和媒体颁发的诸多奖项和荣誉,包括: “一带一路”绿色投资原则能力建设领袖奖、广东省金融创新奖三等奖、债券通优秀做市商、CIPS跨境支付结算卓越参与者、《澎湃》年度外资银行、《华尔街见闻》年度卓越外资银行、《彭博商业周刊》年度银行卓越大奖、《21世纪经济报道》卓越大湾区银行、《金融界》杰出风险控制管理奖、《经济观察报》年度卓越零售银行、《界面》年度臻善企业、财富管理获《证券时报》ESG实践天玑奖、《贸易金融》***供应链金融银行、《亚洲银行家》中国***顾客忠诚度项目/应用奖、The Assets***交易银行、***流动资金管理银行、“国际金融论坛”全球绿色金融创新奖、“中国企业社会责任国际论坛”金蜜蜂企业、智联招聘中国年度优选雇主等。
联系方式
- Email:tasfgto.chinahr@sc.com
- 公司地址:上海市浦东新区世纪大道201号渣打银行大厦18楼 (邮编:200120)