优先理财业务拓展顾问
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:2024-01-04
- 工作地点:珠海·香洲区
- 工作经验:1年
- 学历要求:本科
- 职位类别:个人业务客户经理
职位描述
The Role Responsibilities
Scope of Role:
To pro-actively promote designated Retail Clients products and services and acquire new customers.
工作范畴:
主动推广指定的个人银行产品和服务及开发新客户。
Key Responsibilities/Challenges:
Participate in sales promotions and activities to achieve/exceed defined sales targets;
Engage NTB Affluent clients via leads sourced from varies channels;
A well thought-through, creative approach to satisfy customers, improve competitive advantage and improve performance;
Actively cross-sell the bank other products / services and ensure annual financial budget is met;
To provide quality, efficient before and after sales services;
To prepare and consolidate accurate reports on sales activities;
Based on a “shared sense” of purpose and approach within CB;
Based on a clear division of roles (and no duplication of effort) within MD;
Accountable for implementing and complying with AML requirements when performing duties;
Understand, acknowledge and comply with the requirements onindividual accountabilities and responsibilities of the job set out in applicable local laws and regulations as well as SCB internal policies;
Effectively ensure and intensify internal controls by keeping abreast with developments of applicable local laws and regulations on accountabilities;
Perform job duties with diligence, contribute to efforts as an individual or as a team member so as to avoid any actual or potential legal sanctions, regulatory penalties, material financial loss, or adverse reputational impact on the Bank;
Be responsible for failure to follow relevant rules and processes, failure to properly perform the responsibilities, and implement corrections;
Cooperate with any investigations or reviews on regulatory failure such as accountability review.
主要工作职责/挑战:
参与促销活动,完成或超额完成指定的销售目标;
跟进销售机会,开发新客户;
以周全、创新的方法使客户满意,提升竞争优势及业绩表现;
主动销售银行其它产品和服务,确保达到年度销售业绩指标;
提供高质量、高效的售前和售后服务;
编写和维护有关销售活动的准确报告;
负责实施各项反洗钱的需求并且确保符合反洗钱的合规要求;
理解、认同并遵守本地法律法规以及渣打内部政策中关于个人问责和职责的要求;
跟上本地问责法律法规的发展,以有效地确保并强化内控;
审慎勤勉地履行岗位职责,以个人或团队成员的身份,为避免任何导致银行遭受或可能遭受法律制裁、监管处罚、重大财务损失或声誉负面影响而做出努力;
对未遵守相关规范和流程、未适当履行职责以及未执行整改措施承担相应责任;
配合任何关于违反监管规定的调查或审查,例如,问责审查。
Our Ideal Candidate
Selection Criteria:
College/diploma degree or above;
1 year working experience or above in financial or mortgage / real estate Industry is preferred.
Relevant experience in banking experience is preferred
Good knowledge of bank products, policies, and business strategy
Good credit appraisal and marketing skills with the ability to interpret financial information
Strong personal integrity with zero disciplinary record in any previous job
Good communication and presentation skills
Presentable, good personality with good business etiquette
职位要求:
大专及以上学历。
一年以上金融或房贷或房产行业工作经验优先。
有相关银行行业销售经验者优先
了解银行产品、政策及经营策略。
良好的信用评价与营销技能,对金融市场有敏锐触角。
良好的个人诚信,无任何纪律处分纪录
良好的沟通,表达及学习能力。
优良的个性品质,勇于销售及解决业务过程中的问题。
职能类别:
个人业务客户经理
Scope of Role:
To pro-actively promote designated Retail Clients products and services and acquire new customers.
工作范畴:
主动推广指定的个人银行产品和服务及开发新客户。
Key Responsibilities/Challenges:
Participate in sales promotions and activities to achieve/exceed defined sales targets;
Engage NTB Affluent clients via leads sourced from varies channels;
A well thought-through, creative approach to satisfy customers, improve competitive advantage and improve performance;
Actively cross-sell the bank other products / services and ensure annual financial budget is met;
To provide quality, efficient before and after sales services;
To prepare and consolidate accurate reports on sales activities;
Based on a “shared sense” of purpose and approach within CB;
Based on a clear division of roles (and no duplication of effort) within MD;
Accountable for implementing and complying with AML requirements when performing duties;
Understand, acknowledge and comply with the requirements onindividual accountabilities and responsibilities of the job set out in applicable local laws and regulations as well as SCB internal policies;
Effectively ensure and intensify internal controls by keeping abreast with developments of applicable local laws and regulations on accountabilities;
Perform job duties with diligence, contribute to efforts as an individual or as a team member so as to avoid any actual or potential legal sanctions, regulatory penalties, material financial loss, or adverse reputational impact on the Bank;
Be responsible for failure to follow relevant rules and processes, failure to properly perform the responsibilities, and implement corrections;
Cooperate with any investigations or reviews on regulatory failure such as accountability review.
主要工作职责/挑战:
参与促销活动,完成或超额完成指定的销售目标;
跟进销售机会,开发新客户;
以周全、创新的方法使客户满意,提升竞争优势及业绩表现;
主动销售银行其它产品和服务,确保达到年度销售业绩指标;
提供高质量、高效的售前和售后服务;
编写和维护有关销售活动的准确报告;
负责实施各项反洗钱的需求并且确保符合反洗钱的合规要求;
理解、认同并遵守本地法律法规以及渣打内部政策中关于个人问责和职责的要求;
跟上本地问责法律法规的发展,以有效地确保并强化内控;
审慎勤勉地履行岗位职责,以个人或团队成员的身份,为避免任何导致银行遭受或可能遭受法律制裁、监管处罚、重大财务损失或声誉负面影响而做出努力;
对未遵守相关规范和流程、未适当履行职责以及未执行整改措施承担相应责任;
配合任何关于违反监管规定的调查或审查,例如,问责审查。
Our Ideal Candidate
Selection Criteria:
College/diploma degree or above;
1 year working experience or above in financial or mortgage / real estate Industry is preferred.
Relevant experience in banking experience is preferred
Good knowledge of bank products, policies, and business strategy
Good credit appraisal and marketing skills with the ability to interpret financial information
Strong personal integrity with zero disciplinary record in any previous job
Good communication and presentation skills
Presentable, good personality with good business etiquette
职位要求:
大专及以上学历。
一年以上金融或房贷或房产行业工作经验优先。
有相关银行行业销售经验者优先
了解银行产品、政策及经营策略。
良好的信用评价与营销技能,对金融市场有敏锐触角。
良好的个人诚信,无任何纪律处分纪录
良好的沟通,表达及学习能力。
优良的个性品质,勇于销售及解决业务过程中的问题。
职能类别:
个人业务客户经理
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)