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

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崗位類別:個人業(yè)務客戶經(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/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
     要求學歷:本科以上
    招聘人數(shù):不限
    工作經(jīng)驗: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