Wealth Management Specialist(個人銀行投資顧問)

公司名稱： 花旗銀行（中國）有限公司

公司性質： 外商獨資

公司規(guī)模： 1000-9999人

公司行業(yè)： 金融/銀行/投資/基金/證券/期貨

工作經驗： 2年以上

發(fā)布日期： 2013-01-04

最低學歷： 本科

管理經驗： 否

工作性質： 全職

招聘人數： 若干

職位類別： 金融/證券/期貨/投資

工作地點： 杭州

職位描述

RESPONSIBILITIES

Responsibility to clients

Handles complex customer relationship and interacts with top tier customers requiring sophisticated products and management

When required in direct customer contact, assist customers in assessing risk preference through systematic profiling process and recommend wealth management products that best suit customers' needs

Actively support the team / branch to deliver quality sales and service and other Bank's initiatives

Deliver top-notch service to best satisfy customers

Responsibility to each other

Ensures complete and correct product knowledge dissemination to the relationship managers associated

Maintain constant review of the market and customers and provide feedback through supervisors to relevant departments to enable them to develop the market, place products and programs

Coach and motivate branch sales staff to achieve wealth management revenue target

Provide training and coaching to branch sales staff on investment / treasury updates

Responsibility to franchise

Ensure sales conduct and contact with customers are in strict adherence to the compliance standard of the Bank and of the local regulatory bodies

Utilize audit/control process to keep fraud/operating losses at a minimum

KEY REQUIREMENTS

Candidate must possess at least a Bachelor's Degree, Post Graduate Diploma, Professional Degree or Master's Degree in business / finanace / economics. Additional professional accreditation like Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) would be an added advantage.

Strong knowledge of financial markets and wealth mangement investment products (mutual funds, bonds, structured products, FX, derivatives)

At least 2-3 years of experience in the financial market

Pleasant personality with strong interpersonal and communication skills

Confident, intelligent, independent, result oriented and resourceful

A team player

Enjoy meeting people

Possess excellent presentation skills, verbal and written communication skills

聯系方式公司介紹

公司名稱：花旗銀行（中國）有限公司

公司地址：北京市西城區(qū)武定侯大街6號卓著中心一層、十六層至十八層

傳 真：6510 2939

公司主頁：http://www.citibank.com

更多信息請查看銀行招聘網