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公司規(guī)模：1000-9999人

公司性質(zhì)：外商獨資

公司行業(yè)：金融/銀行/投資/基金/證券/期貨

工作經(jīng)驗：2年以上

工作性質(zhì)：全職

最低學歷：大專

管理經(jīng)驗：不要求

職位月薪：面議

招聘人數(shù)：1人

工作地點：無錫

職位類別：財務分析經(jīng)理/主管

發(fā)布日期：2013-10-10

職位描述

DEPARTMENT:GCB SD

LOCATION:Wuxi

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 products.

通過綜合理財規(guī)劃引導和幫助客戶分析現(xiàn)有財富或資產(chǎn)的配置情況，并發(fā)掘需求，然后介紹相應的產(chǎn)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.

負責與銷售經(jīng)理和支行行長 共同配合對支行理財經(jīng)理在綜合理財規(guī)劃和需求為導向的銷售技能技巧方面進行培訓，輔導和指導。

• To work with sales manager and branch manager to plan for sales activities.

負責與銷售經(jīng)理和支行行長共同配合和規(guī)劃支行的保險業(yè)務和相關銷售活動。

• To maintain and manage good relationships with customers and to ensure customers have a consistent and superior banking experience.

負責維護和管理客戶關系，確保客戶與銀行保持持續(xù)且良好的服務體驗。

• To strictly abide by the requirements of compliance internal control on sales activities.

嚴格遵守合規(guī)要求和公司內(nèi)部對銷售的相關規(guī)定。

KEY REQUIREMENTS

• Candidate must possess an university degree from a recognised university.

具有國家承認的大學本科學歷

• Candidate should exhibit good communication skills, possess excellent service attitude and are highly self-driven and positive.

具備良好的溝通能力，熱忱的服務態(tài)度，工作主動積極。

• Candidate should possess sound knowledge of financial planning skills, insurance laws, insurance products and investment products.

通曉保險法律法規(guī)，保險產(chǎn)品和投資產(chǎn)品知識，并具備財務規(guī)劃能力

• Candidates with good knowledge of tax law and general financial and economic market would be advantageous.

熟悉稅法和金融經(jīng)濟市場者優(yōu)先。

• Candidate with AFP or CFP would be highly advantageous.

具有AFP金融理財師或CFP國際金融理財師資質(zhì)者優(yōu)先。

• Work experience: at least 2 years of experience in wealth management in a bank or financial planning experience in an insurance company.

工作經(jīng)驗：具備至少2 年以上銀行財富管理或保險公司理財規(guī)劃的相關工作經(jīng)驗.

Please email your resume,email address：rachel.tu@citi.com

詳情登陸：http://special.zhaopin.com/bj/2011/hq031438/job.html

更多信息請查看 江蘇省銀行招聘考試網(wǎng)