Personal Financial Consultant, Shared Distribution 招聘
渣打银行(中国)有限公司
招聘日期 :
2008-07-25
~
2008-09-23
工作性质:全职
工作地点:杭州
工作经验:一年以上
外语要求:英语/良好
::要求及待遇::
工作性质:全职
工作地点:杭州
工作经验:一年以上
::要求及待遇::
职位描述及要求:
KEY RESPONSIBILITIES / CHALLENGES:
- Deliver allocated performance targets for various product VCs.
- Maintain relationships with customers and deliver superior customer service to ensure customers’ needs are met.
- Provide financial planning advice to customer by delivering proper asset allocation, suitability assessment and other available tools to meet customer needs.
- Maximize customer profitability thru disciplined relationship management and cross-selling.
- Actively participate in Priority Banking / Excel Banking / other Bank’s marketing and promotional activities to acquire NTB customers, as well as cross-selling to existing customers.
- To comply with respective Money Laundering Prevention Procedures and be alert at all times to unusual or possibly suspicious customer activity, and should report any suspicious activity to the respective Unit Money Laundering Prevention Officer and line manager as well as directly to the Country MLPO in urgent or exceptional circumstances.
- Ensure compliance of Management Manual, Operating Manuals and Bank’s laid down knowledge of the various products offered by all departments.
- To keep updated on the events in the financial industry.
- Participate actively in training program, meeting, briefings organized by the bank and ensure skills & knowledge acquired is applied to daily work.
SELECTION CRITERIA:
- Overall sales achievements against target. .
- Contribution to the impact on customers’ perception about the Bank’s services and to the attainment of service quality.
- Overall compliance with service, operational & compliance issues & policies.
薪 水:面议
元(不包括奖金、佣金、年薪、股票、期权等奖励性收入)

