主頁 > 外資、合資、港資銀行招聘 > 華僑銀行招聘 > [上海]華僑銀行招聘資深個人理財經理 Senior Relationship Manag

        [上海]華僑銀行招聘資深個人理財經理 Senior Relationship Manag

        發布時間:2012-03-20 12:40  來源:華僑銀行招聘 查看:打印  關閉
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        崗位類別:個人業務客戶經理/部門經理 銀行柜員      
        發布部門:不限部門
        要求行業: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:上海市      
        性別要求:不限
        要求學歷:本科以上    
        招聘人數:不限    
        工作經驗: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

        本信息來源于:金融人才網

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