個(gè)人金融銀行-Financial Planning Consultant財(cái)務(wù)安全規(guī)劃師

公司名稱： 花旗銀行（中國(guó)）有限公司

公司性質(zhì)： 外商獨(dú)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(jīng)驗(yàn)： 1-3年

發(fā)布日期： 2013-01-10

最低學(xué)歷： 大專

管理經(jīng)驗(yàn)： 否

工作性質(zhì)： 全職

招聘人數(shù)： 1人

職位類別： 保險(xiǎn)

工作地點(diǎn)： 北京-西城區(qū)

職位描述

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(cái)規(guī)劃引導(dǎo)和幫助客戶分析現(xiàn)有財(cái)富或資產(chǎn)的配置情況，并發(fā)掘需求，然后介紹相應(yīng)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(fù)責(zé)與銷售經(jīng)理和支行行長(zhǎng) 共同配合對(duì)支行理財(cái)經(jīng)理在綜合理財(cái)規(guī)劃和需求為導(dǎo)向的銷售技能技巧方面進(jìn)行培訓(xùn)，輔導(dǎo)和指導(dǎo)。

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

負(fù)責(zé)與銷售經(jīng)理和支行行長(zhǎng)共同配合和規(guī)劃支行的保險(xiǎn)業(yè)務(wù)和相關(guān)銷售活動(dòng)。

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

負(fù)責(zé)維護(hù)和管理客戶關(guān)系，確保客戶與銀行保持持續(xù)且良好的服務(wù)體驗(yàn)。

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

嚴(yán)格遵守合規(guī)要求和公司內(nèi)部對(duì)銷售的相關(guān)規(guī)定。

KEY REQUIREMENTS

Candidate must possess a university degree from a recognized university.

具有國(guó)家承認(rèn)的大學(xué)本科學(xué)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(wù)態(tài)度，工作主動(dòng)積極。

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

通曉保險(xiǎn)法律法規(guī)，保險(xiǎn)產(chǎn)品和投資產(chǎn)品知識(shí)，并具備財(cái)務(wù)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(jì)市場(chǎng)者優(yōu)先。

Candidate with AFP or CFP would be highly advantageous.

具有AFP金融理財(cái)師或CFP國(guó)際金融理財(cái)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(yàn)：具備至少2 年以上銀行財(cái)富管理或保險(xiǎn)公司理財(cái)規(guī)劃的相關(guān)工作經(jīng)驗(yàn)

聯(lián)系方式公司介紹

Please

Please specify the position you are applying for

Please email us both of your Mandarin and English resume

Please attach a recent photo to your resume

For successful application, you will be informed for further interview opportunity within 2 weeks

應(yīng)聘者請(qǐng)務(wù)必附上中文與英文簡(jiǎn)歷和照片，并在email上注明應(yīng)聘職位。若在2周內(nèi)未收到面試通知可視為申請(qǐng)未通過。應(yīng)征簡(jiǎn)歷留作后用，恕不退回。

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