渣打银行个人金融部招聘日 -- 上海
渣打银行(中国)有限公司深圳分行
- 公司性质:外资(欧美)
- 公司行业:银行
职位信息
- 发布日期:2017-11-08
- 工作地点:上海
- 工作经验:无工作经验
- 学历要求:专业培训
- 职位月薪:0.6-1万/月
- 职位类别:个人业务客户经理
职位描述
职位描述:
渣打银行个人金融部火热招聘中,欢迎参加11月23日上海招聘日,具体安排我们将通过后续邮件告知!
招聘职位:Relationship Manager / 优先理财客户经理
Scope of Role:
Customer sales and service
职责范围:
客户销售与服务
Key Responsibilities/Challenges:
Deliver allocated performance targets for various product VSs.
Maintain relationship with customers and deliver superior customer service to ensure customers’ needs are met
Enhance bank-customer relationships by expanding existing customers’ portfolio holdings
Actively participate in Priority Banking / other Bank’s marketing and promotional activities to acquire NTB customers, as well as cross-selling to existing customers.
Proactively engage with Personal Clients hidden affluent and advise to approach bank with complex investment needs
Accountable for implementing and complying with AML requirements when performing duties
Ensure compliance of Management Manual, Operating Manuals and Bank’s laid down knowledge of the various products offered by all departments.
Learn and understand all relevant regulations and internal Risk & Compliance policies and procedures.
Keep updated on the events in the financial industry.
Participate actively in training programs, meetings, briefings organized by the bank and ensure skills & knowledge acquired is applied to daily work.
Ensure timeliness & managing customer’s complaint.
主要工作职责/挑战:
实现领导安排的各个产品的业绩指标
维护与客户的关系并提供卓越的客户服务以确保满足客户需求
通过扩大现有客户的投资组合加强客户与我行的关系
积极参与优先理财/其它银行营销项目,以获取新客户。另外,向现有客户进行交叉销售。
主动发现具有“优先理财”资质的个人理财客户, 并发掘其投资理财需求
负责实施各项反洗钱的需求并且确保符合反洗钱的合规要求。
遵循银行的管理手册,操作手册和所有部门相关产品的既定政策。
学习并了解一切相关条例以及内部风险与合规的政策与程序
保持对金融行业相关动向的敏感。
积极参与银行组织的培训项目,会议和简报会,并保证将学习到的技能和知识运用到日常工作中。
确保客户投诉的时效与管理
Selection Criteria:
A University graduate.
Have sales experience gained in the banking and financial services industry or other industries.
Sound knowledge of financial products and services and banking procedures, equities markets, unit trusts and other personal investment services are preferred.
Good investment counseling and analytical skills.
Strong interpersonal and communication skills, ability to deal with all levels of people, often in complex and difficult situations.
Team player who shows initiative and assertiveness.
Self-motivator who is keen to upgrade, improve personal knowledge and skills to meet job requirements.
Good command of both spoken and written English and Mandarin
职位要求:
大学本科学历。
具有银行和金融服务行业或其它行业的销售经验。
熟悉银行产品、服务、银行程序、股票市场、单位信托以及其它个人投资服务。
具备良好的投资咨询和分析技巧。
出色的人际关系能力和沟通能力,能在复杂场合应付自如。
具有团队意识,主动坚定。
有上进心,能自我激励,不断提高人际交流能力和技巧,以满足工作要求。
渣打银行个人金融部火热招聘中,欢迎参加11月23日上海招聘日,具体安排我们将通过后续邮件告知!
招聘职位:Relationship Manager / 优先理财客户经理
Scope of Role:
Customer sales and service
职责范围:
客户销售与服务
Key Responsibilities/Challenges:
Deliver allocated performance targets for various product VSs.
Maintain relationship with customers and deliver superior customer service to ensure customers’ needs are met
Enhance bank-customer relationships by expanding existing customers’ portfolio holdings
Actively participate in Priority Banking / other Bank’s marketing and promotional activities to acquire NTB customers, as well as cross-selling to existing customers.
Proactively engage with Personal Clients hidden affluent and advise to approach bank with complex investment needs
Accountable for implementing and complying with AML requirements when performing duties
Ensure compliance of Management Manual, Operating Manuals and Bank’s laid down knowledge of the various products offered by all departments.
Learn and understand all relevant regulations and internal Risk & Compliance policies and procedures.
Keep updated on the events in the financial industry.
Participate actively in training programs, meetings, briefings organized by the bank and ensure skills & knowledge acquired is applied to daily work.
Ensure timeliness & managing customer’s complaint.
主要工作职责/挑战:
实现领导安排的各个产品的业绩指标
维护与客户的关系并提供卓越的客户服务以确保满足客户需求
通过扩大现有客户的投资组合加强客户与我行的关系
积极参与优先理财/其它银行营销项目,以获取新客户。另外,向现有客户进行交叉销售。
主动发现具有“优先理财”资质的个人理财客户, 并发掘其投资理财需求
负责实施各项反洗钱的需求并且确保符合反洗钱的合规要求。
遵循银行的管理手册,操作手册和所有部门相关产品的既定政策。
学习并了解一切相关条例以及内部风险与合规的政策与程序
保持对金融行业相关动向的敏感。
积极参与银行组织的培训项目,会议和简报会,并保证将学习到的技能和知识运用到日常工作中。
确保客户投诉的时效与管理
Selection Criteria:
A University graduate.
Have sales experience gained in the banking and financial services industry or other industries.
Sound knowledge of financial products and services and banking procedures, equities markets, unit trusts and other personal investment services are preferred.
Good investment counseling and analytical skills.
Strong interpersonal and communication skills, ability to deal with all levels of people, often in complex and difficult situations.
Team player who shows initiative and assertiveness.
Self-motivator who is keen to upgrade, improve personal knowledge and skills to meet job requirements.
Good command of both spoken and written English and Mandarin
职位要求:
大学本科学历。
具有银行和金融服务行业或其它行业的销售经验。
熟悉银行产品、服务、银行程序、股票市场、单位信托以及其它个人投资服务。
具备良好的投资咨询和分析技巧。
出色的人际关系能力和沟通能力,能在复杂场合应付自如。
具有团队意识,主动坚定。
有上进心,能自我激励,不断提高人际交流能力和技巧,以满足工作要求。
职能类别: 个人业务客户经理
公司介绍
渣打是一家领先的国际银行集团,业务网络遍及全球59个最有活力的市场,为来自144个市场的客户提供服务。渣打网络与“一带一路”沿线市场的重合度超过75%。渣打的使命是利用独特的多样性促进商业繁荣和增进人类福祉。渣打的文化传承和企业价值都在品牌承诺-- “一心做好,始终如一(here for good)”中得到充分体现。
作为扎根中国历史最悠久的国际性银行之一,渣打从1858年在上海设立***分行开始,在华业务从未间断。2007年4月,渣打银行(中国)有限公司成为第一批本地法人化的国际银行。目前,渣打中国的营业网点已覆盖近30个沿海和内陆城市,充分显示了渣打对中国市场的长远承诺。
2020年,渣打银行赢得来自政府、行业机构和媒体颁发的多个奖项和荣誉,包括“一带一路”绿色投资原则***实践奖、沪上金融家、《财资》***人民币银行、《澎湃》年度外资银行、《华尔街见闻》年度卓越外资银行、《环球金融》全球***现金管理银行、债券通优秀做市商、《***财经》***品牌营销外资银行、《21世纪经济报道》年度数字化创新服务金融机构、《亚洲银行家》中国***数字化品牌项目、《经济观察报》年度卓越供应链金融创新银行,《上海证券报》年度财富管理品牌卓越奖、人民银行上海分行上海市年度金融业政务信息工作先进单位、上海市银行业同业公会***公关案例、《金融界》领航中国杰出公益慈善项目奖、“前程无忧”人力资源管理杰出奖等。
作为扎根中国历史最悠久的国际性银行之一,渣打从1858年在上海设立***分行开始,在华业务从未间断。2007年4月,渣打银行(中国)有限公司成为第一批本地法人化的国际银行。目前,渣打中国的营业网点已覆盖近30个沿海和内陆城市,充分显示了渣打对中国市场的长远承诺。
2020年,渣打银行赢得来自政府、行业机构和媒体颁发的多个奖项和荣誉,包括“一带一路”绿色投资原则***实践奖、沪上金融家、《财资》***人民币银行、《澎湃》年度外资银行、《华尔街见闻》年度卓越外资银行、《环球金融》全球***现金管理银行、债券通优秀做市商、《***财经》***品牌营销外资银行、《21世纪经济报道》年度数字化创新服务金融机构、《亚洲银行家》中国***数字化品牌项目、《经济观察报》年度卓越供应链金融创新银行,《上海证券报》年度财富管理品牌卓越奖、人民银行上海分行上海市年度金融业政务信息工作先进单位、上海市银行业同业公会***公关案例、《金融界》领航中国杰出公益慈善项目奖、“前程无忧”人力资源管理杰出奖等。
联系方式
- Email:recruitment.ccc@sc.com