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2018银行招聘:渣打银行个人金融部招聘日--北京

来源:银行考试网 日期:2018-02-23 10:45 评论量:0次 阅读量:705次 收藏

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渣打银行个人金融部火热招聘中,欢迎参加11月28日北京招聘日,具体安排我们将通过后续告知!

招聘职位:Relationship Manager / 优先理财客户经理

Scope of Role:

Customer sales and service

职责范围:
客户销售与服务


Key Responsibilities/Challenges:
? Deliver allocated performance targets for various product VSs.
? Maintain relationship with customers and deliver superior customer service to ensure customers’ needs are met
? Enhance bank-customer relationships by expanding existing customers’ portfolio holdings
? Actively participate in Priority Banking / other Bank’s marketing and promotional activities to acquire NTB customers, as well as cross-selling to existing customers.
? Proactively engage with Personal Clients hidden affluent and advise to approach bank with complex investment needs
? Accountable for implementing and complying with AML requirements when performing duties
? Ensure compliance of Management Manual, Operating Manuals and Bank’s laid down knowledge of the various products offered by all departments.
? Learn and understand all relevant regulations and internal Risk & Compliance policies and procedures.
? Keep updated on the events in the financial industry.
? Participate actively in training programs, meetings, briefings organized by the bank and ensure skills & knowledge acquired is applied to daily work.
? Ensure timeliness & managing customer’s complaint.

主要工作职责/挑战:
? 实现领导安排的各个产品的业绩指标
? 维护与客户的关系并提供卓越的客户服务以确保满足客户需求
? 通过扩大现有客户的投资组合加强客户与我行的关系
? 积极参与优先理财/其它银行营销项目,以获取新客户。另外,向现有客户进行交叉销售。
? 主动发现具有“优先理财”资质的个人理财客户, 并发掘其投资理财需求
? 负责实施各项反洗钱的需求并且确保符合反洗钱的合规要求。
? 遵循银行的管理手册,操作手册和所有部门相关产品的既定政策。
? 学习并了解一切相关条例以及内部风险与合规的政策与程序
? 保持对金融行业相关动向的敏感。
? 积极参与银行组织的培训项目,会议和简报会,并保证将学习到的技能和知识运用到日常工作中。
? 确保客户投诉的时效与管理


Selection Criteria:
? A University graduate.
? Have sales experience gained in the banking and financial services industry or other industries.
? Sound knowledge of financial products and services and banking procedures, equities markets, unit trusts and other personal investment services are preferred.
? Good investment counseling and analytical skills.
? Strong interpersonal and communication skills, ability to deal with all levels of people, often in complex and difficult situations.
? Team player who shows initiative and assertiveness.
? Self-motivator who is keen to upgrade, improve personal knowledge and skills to meet job requirements.
? Good command of both spoken and written English and Mandarin


职位要求:
? 大学本科学历。
? 具有银行和金融服务行业或其它行业的销售经验。
? 熟悉银行产品、服务、银行程序、股票市场、单位信托以及其它个人投资服务。
? 具备良好的投资咨询和分析技巧。
? 出色的人际关系能力和沟通能力,能在复杂场合应付自如。
? 具有团队意识,主动坚定。
? 有上进心,能自我激励,不断提高人际交流能力和技巧,以满足工作要求。

职能类别: 高级客户经理/客户经理

以上信息来自智联(51job)

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