高级（资深）理财经理（外资基金公司）
上海优锐人才资源服务有限公司
- 公司规模：少于50人
- 公司性质：民营公司
- 公司行业：中介服务
职位信息
- 发布日期：2013-12-28
- 工作地点：上海
- 招聘人数：若干
- 工作经验：二年以上
- 学历要求：本科
- 语言要求：英语熟练
- 职位类别：投资/理财顾问
职位描述
上班地点：人民广场
薪资范围：10K-15K/月 （14薪/年+年终奖）
岗位职责:
1、通过个人网络及公司销售推广活动开发潜在高端客户;
2、向公司潜在高端客户建立、提供专业的理财产品计划和资产管理服务;
3、通过为客户提供专业,细致,周到的理财服务维护良好的客户关系;
4、与公司内部各部门积极合作;
5、严格遵守本公司及本地的法律法规和操作规程
Job Responsibilities
-To Handle customer service such as product inquiries, account opening/maintenance, financial transaction, financing TRUST plan, service issues/problems
-To outsource and develop affluent market prospects through different channels
-To proactively sell and cross-sell financing products and services to targeted customer to meet their financial needs
-To achieve the pre-set sales and service goal under increasing customer demand and keen market competition
-To establish, maintain and manage good relationship with customers and ensure customers have a consistent relationship.
-To strictly abide by the requirements of compliance & internal control on sales activities
职位要求:
1、金融相关本科学历；86－90年，男生优先
2、三年以上财富管理销售工作经验,并有良好的业绩记录;
3、良好的销售技巧和较强的沟通协调能力,有外资银行, 基金公司, 高端信托产品或其它金融机构开发销售经验者优先考虑;
4、强烈的客户服务意识,愿意在压力下工作。
Requirements:
-University graduate with minimum 3 year's working experience in banking, sales or client service environment, experience of selling (Banking/Funding/Financing TRUST productions) is preferred
-Knowledge of banking or Trust Investment products and services and related branch operations and procedures, system and technology
- Goal oriented and able to work under pressure
- Good service attitude, strong sales-driven and persuasive
- Good interpersonal, communication and telesales skills
- Knowledge on compliance and security policies and procedures
- Knowledge on financial market and economic trend
薪资范围：10K-15K/月 （14薪/年+年终奖）
岗位职责:
1、通过个人网络及公司销售推广活动开发潜在高端客户;
2、向公司潜在高端客户建立、提供专业的理财产品计划和资产管理服务;
3、通过为客户提供专业,细致,周到的理财服务维护良好的客户关系;
4、与公司内部各部门积极合作;
5、严格遵守本公司及本地的法律法规和操作规程
Job Responsibilities
-To Handle customer service such as product inquiries, account opening/maintenance, financial transaction, financing TRUST plan, service issues/problems
-To outsource and develop affluent market prospects through different channels
-To proactively sell and cross-sell financing products and services to targeted customer to meet their financial needs
-To achieve the pre-set sales and service goal under increasing customer demand and keen market competition
-To establish, maintain and manage good relationship with customers and ensure customers have a consistent relationship.
-To strictly abide by the requirements of compliance & internal control on sales activities
职位要求:
1、金融相关本科学历；86－90年，男生优先
2、三年以上财富管理销售工作经验,并有良好的业绩记录;
3、良好的销售技巧和较强的沟通协调能力,有外资银行, 基金公司, 高端信托产品或其它金融机构开发销售经验者优先考虑;
4、强烈的客户服务意识,愿意在压力下工作。
Requirements:
-University graduate with minimum 3 year's working experience in banking, sales or client service environment, experience of selling (Banking/Funding/Financing TRUST productions) is preferred
-Knowledge of banking or Trust Investment products and services and related branch operations and procedures, system and technology
- Goal oriented and able to work under pressure
- Good service attitude, strong sales-driven and persuasive
- Good interpersonal, communication and telesales skills
- Knowledge on compliance and security policies and procedures
- Knowledge on financial market and economic trend
公司介绍
Acutalent HR Consulting Co., Ltd. is an executive search firm focusing on searching for middle to senior management positions for our European, American, and Japanese multinational company clients. Meanwhile, we provide career development plans to mid and above level customers in Acutalent’s talent pool.
Our Values: Faith Efficiency Professionalism
Core Competency:
- Comprehension of industries we served and positions we hunted
- Accessibility to assorted talent pool
- Recognition and Acceptance by talents
- Capability to match company and talent needs
@优锐人才 weibo.com/acutalent
Our Values: Faith Efficiency Professionalism
Core Competency:
- Comprehension of industries we served and positions we hunted
- Accessibility to assorted talent pool
- Recognition and Acceptance by talents
- Capability to match company and talent needs
@优锐人才 weibo.com/acutalent
联系方式
- 公司地址：上班地址：浦东