卓越理财客户经理
汇丰银行(中国)有限公司
- 公司规模:5000-10000人
- 公司性质:外资(欧美)
- 公司行业:银行
职位信息
- 发布日期:2024-09-29
- 工作地点:天津
- 工作经验:3年及以上
- 学历要求:本科
- 职位月薪:1-2万
- 职位类别:卓越理财客户经理
职位描述
Principal Responsibilities
- Developing our Premier customer base and establishing long term relationships with an assigned Premier clientele portfolio
- Managing the total wealth of your clients by matching our financial and investment product solutions to their financial needs
- Promoting our Premier Service to potential customers, exploring their needs and making referrals to other business units where appropriate
- Supporting branch improvement initiatives, providing customer feedback of our service and ensuring compliance with audit requirements and quality assurance
主要职责
- 扩大我们的卓越理财客户群,并与所分配的卓越理财客户建立长期关系
- 根据客户的财务需求寻找合适的金融及投资产品服务,管理客户的财富
- 向潜在客户推广我们的卓越理财财富策划服务,发掘他们的需求并並在适当的情況下推荐客户予其他业务部门
- 配合执行分行改进措施,反映客户对我们服务的意见,并确保符合分行运作要求和品质保证
Requirements
- University level education, preferably in finance, business or a related discipline
- Experience in client facing environment, with excellent relationship building capability
- Strong sales and customer orientation, with good communication and interpersonal skills
- High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
- Good understanding and strong interest of the financial markets
- Mature and independent mindset, able to work effectively under pressure
- Strong commercial orientation with acute interpersonal skills
- Fluency in Cantonese and English
岗位要求
- 本科及以上学历,金融、商科或相关学科更佳
- 有前线客户服务经验,善于建立客户关系
- 具优秀销售及客户服务技巧,善于沟通及人际交流
- 高度以客为本,致力为客户提供优质服务
- 了解并对金融市场有浓厚兴趣
- 成熟独立,能在压力下有良好表现
- 具出色商业思维及敏锐人际技巧
- 汉语及英语流利
- Developing our Premier customer base and establishing long term relationships with an assigned Premier clientele portfolio
- Managing the total wealth of your clients by matching our financial and investment product solutions to their financial needs
- Promoting our Premier Service to potential customers, exploring their needs and making referrals to other business units where appropriate
- Supporting branch improvement initiatives, providing customer feedback of our service and ensuring compliance with audit requirements and quality assurance
主要职责
- 扩大我们的卓越理财客户群,并与所分配的卓越理财客户建立长期关系
- 根据客户的财务需求寻找合适的金融及投资产品服务,管理客户的财富
- 向潜在客户推广我们的卓越理财财富策划服务,发掘他们的需求并並在适当的情況下推荐客户予其他业务部门
- 配合执行分行改进措施,反映客户对我们服务的意见,并确保符合分行运作要求和品质保证
Requirements
- University level education, preferably in finance, business or a related discipline
- Experience in client facing environment, with excellent relationship building capability
- Strong sales and customer orientation, with good communication and interpersonal skills
- High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
- Good understanding and strong interest of the financial markets
- Mature and independent mindset, able to work effectively under pressure
- Strong commercial orientation with acute interpersonal skills
- Fluency in Cantonese and English
岗位要求
- 本科及以上学历,金融、商科或相关学科更佳
- 有前线客户服务经验,善于建立客户关系
- 具优秀销售及客户服务技巧,善于沟通及人际交流
- 高度以客为本,致力为客户提供优质服务
- 了解并对金融市场有浓厚兴趣
- 成熟独立,能在压力下有良好表现
- 具出色商业思维及敏锐人际技巧
- 汉语及英语流利
公司介绍
汇丰是具有全球规模的金融服务机构。我们通过三大环球业务:财富管理及个人银行、工商金融、环球银行及资本市场,为超过4,000万名客户提供服务。我们的业务网络遍及欧洲、亚洲、中东及非洲、北美和拉美,覆盖全球64个国家和地区。
“开拓全球机遇”乃汇丰的使命,也是集团价值所在。我们发挥***的专业知识、能力、广阔视野及多元观点,致力为客户开拓崭新机遇。我们云集人才,集思广益,汇聚资本,促进业务发展及增长,为集团的客户、雇员、投资者、社区,以至整个世界缔造更美好的未来。
汇丰控股有限公司在伦敦、香港、纽约和百慕大证券交易所上市,股东约 194,000 名,遍布全球 130个国家和地区。
“开拓全球机遇”乃汇丰的使命,也是集团价值所在。我们发挥***的专业知识、能力、广阔视野及多元观点,致力为客户开拓崭新机遇。我们云集人才,集思广益,汇聚资本,促进业务发展及增长,为集团的客户、雇员、投资者、社区,以至整个世界缔造更美好的未来。
汇丰控股有限公司在伦敦、香港、纽约和百慕大证券交易所上市,股东约 194,000 名,遍布全球 130个国家和地区。
联系方式
- Email:hsbcrecruiting@mail.ajinga.com
- 公司地址:上海市浦东新区世纪大道8号上海国金中心汇丰银行大楼 (邮编:200003)
- 电话:18122358846