Relationship Manager 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:广东
工作经验:二年以上
外语要求:英语/良好
::要求及待遇::
工作性质:全职
工作地点:广东
工作经验:二年以上
::要求及待遇::
职位描述及要求:
KEY RESPONSIBILITIES / CHALLENGES:
-Acquiring and managing HNW client base
-Achieve sales targets and increase market share
-Achieve a high level of client satisfaction and retention
-Source and call on individual potential customer within the assigned territory
-Identify Private Banking service needs of the clients and provide customized investment and wealth planning solutions
-Handle relationship management of new and existing Private Banking clients in a fair , honest and high professional manner
-Enhance bank-customer relationships by expanding existing customers' portfolio holdings
-Actively participate in Private Banking marketing and promotional activities for customer acquisition
-Actively allocate clients' portfolio in accordance to their needs in investment
-Complete regular client and prospect call reports by using the Sales Management Process System
-Maintain high level of client service quality
-Establish profitable client relationship pricing and appropriate marketing cost control
-Ensure aggressive sales targets for all relevant products is met accordingly to the business strategy set, in addition to meeting client service quality standard levels set by the bank
-Comply the KYC, AML, CRM guidelines and other internal risk control program prudently
-Assist in business planning and marketing strategy
-Ensure account documentation, credit application / policy guidelines are adhered to
-Ensure effective communications with Management and other units
-Report to Senior VP and team leader for any suspicious client dealings and client complaints
-Review lists of top ten clients and top ten prospects with the team leader on a quarterly basis for visitation purpose
-Work as a team with other team members in a harmonious, positive working atmosphere
SELECTION CRITERIA:
-University degree preferably in Economics/Finance
-Solid relevant banking experience, preferable in sales/marketing
-Proven track record with relevant years
-Substantial client base preferred
-Good knowledge of Bank's products, procedures and legal requirements
-Sound knowledge of Private Banking products and services
-Capable of understanding clients' requirements and problem solving
-Excellent understanding and a practitioner of Service Quality principles
-Excellent administrative and organizational skills
-Good communication skills with a good command of both spoken and written English and Mandarin
-Proficient in PC applications
薪 水:面议
元(不包括奖金、佣金、年薪、股票、期权等奖励性收入)
