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[上海]華僑銀行招聘資深個(gè)人理財(cái)經(jīng)理 Senior Relationship Manag

發(fā)布時(shí)間:2012-03-20 12:40  來源:華僑銀行招聘 查看:916 次 打印  關(guān)閉
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崗位類別:個(gè)人業(yè)務(wù)客戶經(jīng)理/部門經(jīng)理 銀行柜員      
發(fā)布部門:不限部門
要求行業(yè):金融/銀行/保險(xiǎn)/證券/股票/基金/期貨/黃金/信托/投資類    
年齡要求:22 ~ 31歲
工作地區(qū):上海市      
性別要求:不限
要求學(xué)歷:本科以上    
招聘人數(shù):不限    
工作經(jīng)驗(yàn):3年以上
有效期至:2012-6-20    

Responsibilities:
Meeting Financial Objectives
o Meet / exceed KPI and sales targets.
o Increase customer "share of wallet" and AUM
o Timely follow up to increase customer cross product holdings and increase revenue per customer.
o Build and strengthen long term customers relationships
o Build effective referrals from existing customers to increase customer pool
Non Financial Objectives
o To actively participate in marketing activities and other business initiatives.
Service Quality Measurement
o Ensure zero defects for all documentations in wealth sales, and account opening.
o To build and expand a long term relationship with existing valuable customer.
o Achieve high standards of customer service with effective after-sales servicing through efficient and timely delivery.
o Meet individual target set by the bank through effective and high standard of customer service.
Operational Risks Management Deliverables
o Full compliance to the laid down operations/sales documentation procedures and regulatory requirements.
o Meeting products needs of customer by understanding customers risk profile.
o Familiar with the bank regulatory & compliance to the laid down procedures & processes, and comply with all guidelines and procedures from compliance and the regulatory requirement.

Requirements:
o College Degree.
o Excellent sales and service skills.
o Ability to build long term customer relationship
o Rich Communication skills and interpersonal skills.
o Able to understand spoken and written English.
o Over 3 years working experience in banking, financial services or other service industry

地  址:上海市東方路710號湯臣金融大廈

本信息來源于:金融人才網(wǎng)

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