私人银行高级客户经理
华侨银行(中国)有限公司
- 公司规模:500-1000人
- 公司性质:外资(非欧美)
- 公司行业:银行
职位信息
- 发布日期:2012-07-31
- 工作地点:上海
- 招聘人数:1
- 工作经验:五年以上
- 学历要求:大专
- 语言要求:英语良好
- 职位类别:高级客户经理/客户经理 投资/理财顾问
职位描述
Job Title:Relationship Manager/ Senior Relationship Manager
Responsibilities:
The position offers a worthwhile challenge, as you will be thoroughly grounded on the fine tradition of private banking and will be able to fully develop your potential to succeed in this specialized segment of the banking field.
1.Develop and maintain client relationships
2.Achieve annual revenue targets and objectives.
3.Work closely and partner with OCBC and BOS's Investment advisors, Product Group, and other counterparts to develop and maintain a group of dedicated clients.
4.Build market share and enhance client asset size over time.
5.Provide professional investment advice to clients.
6.Source prospects and actively involved in developing new business; and capitalize business opportunities.
7.Keep up-to-date knowledge on market trend, keep abreast of different investment products and services, and give input for new product development based on valuable awareness of client's investment needs.
8.Create networking synergies with OCBC and BOS businesses.
9.Manage the performance of Relationship Officer, including setting clear objectives, directing daily work, and skills development.
10.Maintain systems and controls to ensure the Bank comply with rules and regulations in accordance with Code of Conduct and Regulatory Guidelines by:
1)Observing policies and regulations at all times, including code of conduct, suitability, cross border restrictions and relevant ordinances of China, HK, and Singapore.
2)Maintaining data confidentiality by observing internal guidelines.
3)Keeping client profiles and documentation complete, accurate and up-to-date.
4)Keeping scorecard and minimizing discrepancies in client documentations, transaction records and credit exceptions.
5)Conducting suitability, product due diligence and maintaining records on selling of investment products.
Requirements:
1.Have at least 4 years'related experience for Relationship Manager
2.Have at least 8 years' related experience for Senor Relationship Manager
3.Consistently strong performer who builds accounts and grows revenue year on year
4.In-depth product knowledge
5.Familiar with banking procedures and compliance standard for China
6.Excellent sales and relationship management skills
7.Ability to maintain client relationships
8.Good analytic capabilities, presentation and organization skills
9.Self-motivated and confident with a high degree of initiative required
10.Ability to handle pressure and tight deadlines
11.Excellent team player and exhibit a high level of motivation and drive
12.Degree holder with good results especially in banking-related fields.
公司介绍
华侨银行(中国)有限公司(“华侨银行中国”)于2007年8月1日正式成立。总部设在上海的华侨银行中国是新加坡华侨银行(“华侨银行”)的全资子公司。
自1925年在厦门设立第一家分行起,华侨银行一直保持在中国的持续经营。在这87年内,华侨银行不仅没有间断过在中国的业务和服务, 我们也是1949年后在中国大陆连续经营的四家外资银行之一。
华侨银行中国的注册资本为人民币35亿元(约合新币6亿9800万元)。目前华侨银行中国聘有超过750名员工,除了上海总部,华侨银行中国在上海、北京、厦门、天津、成都、重庆、青岛和广州都设有分支机构。
至目前为止,我们位于上海及成都的分支行都已获得银监会批准经营全面人民币业务的许可。随着我们人民币业务的展开,我们已经开始逐步推出针对个人客户的人民币产品和服务,包括人民币外币活期存款、定期存款、人民币一天及七天通知存款、人民币以及外币的结构性理财产品、房贷、保险、外汇买卖及汇款、及留学、工作签证资金证明等产品与服务。
更多的信息请登陆华侨银行中国的官方网站:www.ocbc.com.cn
联系方式
- 公司地址:东方路710号汤臣金融大厦
- 邮政编码:200122