GCB-Financial Planning Consultant

花旗銀行（中國）有限公司

公司規(guī)模： 1000-9999人

公司性質(zhì)： 外商獨資

公司行業(yè)： 銀行

工作經(jīng)驗： 2年以上

工作性質(zhì)： 全職

最低學(xué)歷： 本科

管理經(jīng)驗： 要求

職位月薪： 面議

招聘人數(shù)： 1人

工作地點： 大連

職位類別： 保險顧問/財務(wù)規(guī)劃師

發(fā)布日期： 2014-06-09

職位描述 DEPARTMENT: GCG

LOCATION: Dalian

Email address: hr.dalian@citi.com

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(dǎo)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(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.

負責(zé)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(dǎo)向的銷售技能技巧方面進行培訓(xùn)，輔導(dǎo)和指導(dǎo)。

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

負責(zé)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(wù)和相關(guān)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(zé)維護和管理客戶關(guān)系，確?？蛻襞c銀行保持持續(xù)且良好的服務(wù)體驗。

• 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)部對銷售的相關(guān)規(guī)定。

KEY REQUIREMENTS

• Candidate must possess a university degree from a recognized university.

具有國家承認的大學(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(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(guān)工作經(jīng)驗

公司介紹 該公司其他職位 花旗銀行（中國）有限公司

公司地址：上海市浦東新區(qū)花園石橋路33號花旗大廈28-35層 公司規(guī)模：1000-9999人 | 公司性質(zhì)：外商獨資 | 公司行業(yè)：銀行

About Citi China

Citi first established an office in China in May 1902, in Shanghai. Today Citi is the leading foreign bank in China, offering a broad product range. On 2nd April, 2007, Citibank (China) Co., Ltd. was officially launched as one of the first foreign banks locally incorporated in China. On 23rd April, 2007, Citibank (China) Co., Ltd. became one of the first foreign banks to offer RMB services to Chinese residents.

Citi currently has branches and sub-branches in Beijing, Shanghai, Guangzhou, Shenzhen, Tianjin, Chengdu, Hangzhou and Dalian, operating and offering corporate banking business as well as consumer banking business. With operations in more than 100 countries around the world, Citi is one of the most global foreign banks in China.

關(guān)于花旗中國

花旗在中國的歷史可追溯至一九零二年五月?；ㄆ焓侵袊I(lǐng)先的外資銀行，為客戶提供廣泛的金融產(chǎn)品。2007年4月2日，作為首批成功轉(zhuǎn)制本地法人銀行的外資銀行，花旗銀行（中國）有限公司正式成立；2007年4月23日，花旗銀行（中國）有限公司成為首批正式對中國境內(nèi)公民開展人民幣業(yè)務(wù)的外資銀行之一。

目前，花旗分別在北京、上海、廣州、深圳、天津、大連、成都、杭州、南京、長沙、貴陽和無錫設(shè)有分支行,開展企業(yè)銀行業(yè)務(wù)和零售銀行業(yè)務(wù)?；ㄆ煸谌?00多個國家開展業(yè)務(wù)，是中國最具全球性的外資銀行之一。

Our business is expanding rapidly and we are looking for highly qualified, ambitious individuals wishing to progress to the highest levels of their personal career development in Citibank.

We provide challenging and rewarding career opportunities with the vacancy:

崗位應(yīng)聘請登錄:http://jobs.zhaopin.com/000052054251885.htm?ssidkey=y&ff=02&ss=101

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