深圳招聘

职位描述：
RESPONSIBILITIES
? To use a holistic financial planning approach to educate and help customers identify financial gaps in their current wealth or asset allocation and to introduce suitable insurance products.
通过综合理财规划引导和帮助客户分析现有财富或资产的配置情况，并发掘需求，然后介绍相应的保险产品和解决方案。
? To work with insurance sales manager and branch manager to coach, train and guide RM/PBs on the holistic financial planning and needs based selling skills.
负责与保险销售经理和支行行长 共同配合对支行理财经理在综合理财规划和需求为导向的保险销售技能技巧方面进行培训，辅导和指导。
? To work with insurance sales manager and branch manager to plan for insurance sales activities.
负责与销售经理和支行行长共同配合和规划支行的保险业务和相关销售活动。
? To maintain and manage good relationships with customers and to ensure customers have a consistent and superior banking experience.
负责维护和管理客户关系，确保客户与银行保持持续且良好的服务体验。
? To strictly abide by the requirements of compliance & internal control on sales activities.
严格遵守合规要求和公司内部对销售的相关规定。
KEY REQUIREMENTS
? Candidate must possess an university degree from a recognized university.
具有国家承认的大学本科学历
? Candidate should exhibit good communication skills, possess excellent service attitude and are highly self-driven and positive.
具备良好的沟通能力，热忱的服务态度，工作主动积极。
? Candidate should possess sound knowledge of financial planning skills, insurance laws, insurance products and investment products.
通晓保险法律法规，保险产品和投资产品知识，并具备财务规划能力
? Candidates with good knowledge of tax law and general financial and economic market would be advantageous.
熟悉税法和金融经济市场者优先。
? Candidate with AFP or CFP would be highly advantageous.
具有AFP金融理财师或CFP国际金融理财师资质者优先。
? Work experience: at least 2 years of experience in wealth management in a bank or financial planning experience in an insurance company.
具备至少2 年以上银行财富管理或保险公司理财规划的相关工作经验 举报 分享

About Citi China

Citi first established an office in China on May 15, 1902, in Shanghai. In April 2007, Citi was among the first international banks to locally incorporate in China. Citi’s locally incorporated entity is known as Citibank (China) Co., Ltd, which is wholly owned by Citibank N.A. Today Citi is a leading international bank in China with footprint in thirteen cities across China (Beijing, Changsha, Chengdu, Chongqing, Dalian, Guangzhou, Guiyang, Hangzhou, Nanjing, Shanghai, Shenzhen, Tianjin, Wuxi). Citi has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions, Citi is the most global of all international banks in China.

关于花旗中国

花旗在中国的历史可追溯至一九零二年五月。花旗是中国领先的外资银行，为客户提供广泛的金融产品。2007年4月2日，作为首批成功转制本地法人银行的外资银行，花旗银行（中国）有限公司正式成立；2007年4月23日，花旗银行（中国）有限公司成为首批正式对中国境内公民开展人民币业务的外资银行之一。

目前，花旗分别在北京、上海、广州、深圳、天津、成都、重庆、杭州、南京、贵阳、无锡、长沙和大连设有分支行,开展企业银行业务和零售银行业务。花旗在全球100多个国家和地区开展业务，是中国最具全球性的外资银行。