银行渠道经理
深圳市国金财富资产管理有限公司
- 公司规模:500-1000人
- 公司性质:事业单位
- 公司行业:银行 金融/投资/证券
职位信息
- 发布日期:2013-01-15
- 工作地点:深圳-福田区
- 招聘人数:5
- 工作经验:三年以上
- 学历要求:大专
- 语言要求:英语一般
- 职位月薪:10000-14999
- 职位类别:个人业务客户经理 公司业务客户经理
职位描述
1、服务于银行VIP客户及深圳高价值个人,公司客户,为高价值个人,公司客户提供全方面金融理财服务;
2、通过与客户沟通,了解客户在家庭财务方面存在的问题以及理财方面的需求;
3、根据客户的资产规模、生活目标、预期收益目标和风险承受能力进行需求分析,出具专业的理财计划方案,推荐合适的理财产品;
4、通过调整存款、股票、债券、基金、保险等各种金融产品的理财产品比重达到资产的合理配置,使客户的资产在安全、稳健的基础上保值升值;
5、协助客户开立帐户及一系列后期服务;
6、定期与客户联系,报告理财产品的收益情况,向客户介绍新的金融服务、理财产品及金融市场动向,维护良好的信任关系。
1, service in the bank VIP customers and shenzhen high value personal, the company customers, for high value personal, the company provide all aspects of financial planning services;
2, through the communication with customer, understand customer's in the family financial aspects existing problems and financial needs;
3, according to the customer asset scale, life goal, the prospective earnings targets and risk to bear ability to demand analysis, issue the professional financial planning scheme, recommend suitable financial products;
4, through the adjustment of deposit, stocks, bonds, funds, insurance, etc. Various kinds of financial products of the proportion of financial products to achieve reasonable allocation of assets, make customer assets in a safe, stable and sound based on value appreciation;
5, to help customers open an account and a series of late services;
6, regular and customer contact, report the income of financial products, to customers introduce new financial services, financial products and financial market trend, maintain good relationship of trust.
公司介绍
服务于为中国高端人士提供全方位的财富管理服务,通过全面多维度的产品筛选及风险控制体系,参与金融产品的创新和设计,使国金财富在成立的短短几年内迅速发展,成为领先于行业并快速增长的独立财富管理机构。
从全金融市场(银行、信托、基金、创新类投资产品)进行产品筛选和优化。
基于财富管理行业的”受托责任”原则, 国金财富建立了以客户利益为核心的业务模式。在这种新型模式下,国金从客户的财富管理需求出发、进行金融产品挑选,为客户提供资产配置建议服务,完全按照客户的最佳利益决策。
国金财富为高端人群信托财富管理的第三方理财机构,在信托产品采集、风险控制、资产管理规模等方面均居深圳第一位。已在香港、深圳、北京、上海、等4个城市开设分公司,其它分公司亦正陆续开设运营中。鉴于公司业务发展的良好前景,国金财富现诚聘英才,我们将提供优厚的薪水,完善的培训,和良好的职业发展机会。现在就加入我们,共启成功之旅。
渠道销售部:
国金财富的主力部门,成为公司的客户服务,最重要的一部分。
电话营销中心:
电话营销中心作为国金财富中心唯一一个以渠道命名的部门,隶属于财富中心市场企划部,主要从事各种信托,理财产品的相关业务的支持等,为国金财富贵宾提供理财产品的增值服务。经过3年的发展,电话营销中心已成为一个多元化的专业电销团队,成为国金财富业务创新的又一亮点。
优厚的薪资:
销售系列:基本薪酬+业绩提成+管理津贴+激励奖金
后台系列:基本薪酬+激励奖金
sinolink wealth
Services to provide a full range of wealth management services for Chinese high-end parties, involved in innovation and design of financial products through a comprehensive multi-dimensional product screening and risk control system, so that the wealth of the Golden State established within a few years the rapid development and become leading in the industry and the rapid growth of independent wealth management institutions.
From product selection and optimization of the whole financial market (banking, trust, fund innovative class of investment products).
Interests of customers as the core business model based on the principle of "fiduciary responsibility" of the wealth management industry, the wealth of the Golden State. In this new mode, the Golden State from the wealth management needs of customers, the selection of financial products and services to provide customers with asset allocation recommendations, in full accordance with the best interests of the customer's decision-making.
The wealth of the Golden State for the third-party financial institution, trust products acquisition of the high-end crowd Trust wealth management, risk control, asset management scale tops Shenzhen. Has set up a branch office in Hong Kong, Shenzhen, Beijing, Shanghai, and other cities, the other branch is also gradually set up operations. In view of the good prospects of the development of the company's business, the wealth of the Golden State is currently Careers, we will offer a competitive salary, comprehensive training, and career development opportunities. Join us now, a total of Kai successful trip.
Channel Sales Department:
Wealth main departments of the Golden State, became the company's customer service, the most important part.
Telemarketing center:
Telemarketing center as Golden State wealth center only a channel named department, part of the wealth of the central market planning department, mainly engaged in various trusts, financial products business support, to provide value-added services for financial products for the the country Kim wealth VIP . After three years of development, telemarketing center has become a diversified professional electric sales team, become Golden State wealth business innovation is another bright spot.
Generous salary:
Sales series: basic pay performance royalty management allowance incentive bonus
Background series: basic salary incentive bonus
联系方式
- 公司地址:深圳市福田区免税大厦1807--1808
- 邮政编码:518000
- 联系人:人力资源部 陈金佑
- 电话:(0755)82551102