Financial Planning Consultant 财务安全规划师
花旗银行（中国）有限公司无锡分行
- 公司规模：500-1000人
- 公司性质：外资(欧美)
- 公司行业：银行
职位信息
- 发布日期：2013-07-25
- 工作地点：无锡
- 招聘人数：1
- 工作经验：二年以上
- 学历要求：本科
- 职位类别：理财顾问/财务规划师 保险代理/经纪人/客户经理
职位描述
Description
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 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，然后介绍相应的产品。
To work with 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销售技能技巧方面进行培训，辅导和指导。
To work with sales manager and branch manager to plan for 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。
Qualification
Candidate must possess an university degree from a recognised 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.
工作经验：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
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 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，然后介绍相应的产品。
To work with 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销售技能技巧方面进行培训，辅导和指导。
To work with sales manager and branch manager to plan for 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。
Qualification
Candidate must possess an university degree from a recognised 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.
工作经验：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
公司介绍
花旗银行（中国）有限公司无锡分行招聘简章
关于花旗银行（中国）有限公司
2007年4月，花旗成为首批注册本地法人银行的外资银行，成立花旗银行（中国）有限公司（以下简称“花旗中国”）。目前，花旗中国是国内领先的外资银行，在上海、北京、广州、深圳、天津、成都、杭州、大连、重庆和贵阳拥有10家分行。
承蒙中国银行业监督管理委员会及江苏银监局的大力支持，花旗中国于2010年12月28日获得了关于核准花旗银行（中国）有限公司筹建无锡分行的批复。
新的花旗无锡分行将根据花旗多样化的客户基础，针对跨国企业、本地大型企业、金融机构、中小企业和零售客户的金融需求，提供一系列广泛的产品和服务。花旗的个人消费金融业务在持续领导为国内市场引进新型创新产品的同时，还将重点关注并提供全面的综合银行服务。无锡分行将设有花旗贵宾理财中心，提供花旗享誉全球的财富管理服务。更多信息请参见花旗中国官方网站：www.citibank.com.cn 或 www.citi.com.cn。
为了迎接新的挑战和机遇，花旗银行（中国）有限公司无锡分行诚聘优秀人才加盟。
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.
关于花旗银行（中国）有限公司
2007年4月，花旗成为首批注册本地法人银行的外资银行，成立花旗银行（中国）有限公司（以下简称“花旗中国”）。目前，花旗中国是国内领先的外资银行，在上海、北京、广州、深圳、天津、成都、杭州、大连、重庆和贵阳拥有10家分行。
承蒙中国银行业监督管理委员会及江苏银监局的大力支持，花旗中国于2010年12月28日获得了关于核准花旗银行（中国）有限公司筹建无锡分行的批复。
新的花旗无锡分行将根据花旗多样化的客户基础，针对跨国企业、本地大型企业、金融机构、中小企业和零售客户的金融需求，提供一系列广泛的产品和服务。花旗的个人消费金融业务在持续领导为国内市场引进新型创新产品的同时，还将重点关注并提供全面的综合银行服务。无锡分行将设有花旗贵宾理财中心，提供花旗享誉全球的财富管理服务。更多信息请参见花旗中国官方网站：www.citibank.com.cn 或 www.citi.com.cn。
为了迎接新的挑战和机遇，花旗银行（中国）有限公司无锡分行诚聘优秀人才加盟。
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.
联系方式
- 公司地址：上班地址：无锡