苏州 [切换城市] 苏州招聘

Wealth Management Specialist

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:2013-04-26
  • 工作地点:上海
  • 招聘人数:若干
  • 学历要求:本科
  • 职位类别:其他  

职位描述

Roles and Responsibilities
1. Provide sale coach and track branch sale activities:
- Prepare sale scripts based on product training materials;
- help sales to be familiar with the sales scripts by role playing;

2. Conduct continuing education for sales on products, investment basics, asset allocation strategies, etc;

3. Able to provide counseling to clients on market view, trade ideas, explanation of products by co-operating with sales on joining clients meeting, and jointly close deals with ARM/PRM;

4. New product and product retooling be conducted as required by products managers to meet new product launch schedule;

5. Be the speaker of mini client events; tack event sales and client following up results; help product manager on coordinating country level customer events;

6. Collect customer and sales feedback to help product manager on improving product design, sale process, and training materials;

7. Assist Product Manager to monitor and achieve the OP target.

Requirement:

? University bachelor or above degree in Banking, Finance or equivalent;
? At least 3 years of experience in financial industry and above 2 years of mutual fund & insurance product experience is necessary
? Have good knowledge in Wealth Management products and Bank Insurance products;
? Sound analytical mind and able to interpret economic data;
? good communication skill and presentation skill; had sale experience
? Must have (or willing to learn) a broad based investment-related exposure and background in order to multi-task within a small team.
? Candidate should ideally be mature, confident, and able to play a meaningful role in business initiatives

公司介绍

华侨银行中国简介

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