個人金融銀行-Financial Planning Consultant財務安全規(guī)劃師

公司名稱： 花旗銀行（中國）有限公司

公司性質： 外商獨資

公司規(guī)模： 1000-9999人

公司行業(yè)： 金融/銀行/投資/基金/證券/期貨

工作經驗： 1-3年

發(fā)布日期： 2013-01-10

最低學歷： 大專

管理經驗： 否

工作性質： 全職

招聘人數(shù)： 1人

職位類別： 保險

工作地點： 北京-西城區(qū)

職位描述

RESPONSIBILITIES

To use a holistic financial planning approach to educate and help customers identify financial gaps in their current wealth or asset allocation and to introduce suitable products.

通過綜合理財規(guī)劃引導和幫助客戶分析現(xiàn)有財富或資產的配置情況，并發(fā)掘需求，然后介紹相應的產品。

To work with sales manager and branch manager to coach, train and guide RM/PBs on the holistic financial planning and needs based selling skills.

負責與銷售經理和支行行長 共同配合對支行理財經理在綜合理財規(guī)劃和需求為導向的銷售技能技巧方面進行培訓，輔導和指導。

To work with sales manager and branch manager to plan for sales activities.

負責與銷售經理和支行行長共同配合和規(guī)劃支行的保險業(yè)務和相關銷售活動。

To maintain and manage good relationships with customers and to ensure customers have a consistent and superior banking experience.

負責維護和管理客戶關系，確?？蛻襞c銀行保持持續(xù)且良好的服務體驗。

To strictly abide by the requirements of compliance & internal control on sales activities.

嚴格遵守合規(guī)要求和公司內部對銷售的相關規(guī)定。

KEY REQUIREMENTS

Candidate must possess a university degree from a recognized university.

具有國家承認的大學本科學歷

Candidate should exhibit good communication skills, possess excellent service attitude and are highly self-driven and positive.

具備良好的溝通能力，熱忱的服務態(tài)度，工作主動積極。

Candidate should possess sound knowledge of financial planning skills, insurance laws, insurance products and investment products.

通曉保險法律法規(guī)，保險產品和投資產品知識，并具備財務規(guī)劃能力

Candidates with good knowledge of tax law and general financial and economic market would be advantageous.

熟悉稅法和金融經濟市場者優(yōu)先。

Candidate with AFP or CFP would be highly advantageous.

具有AFP金融理財師或CFP國際金融理財師資質者優(yōu)先。

Work experience: at least 2 years of experience in wealth management in a bank or financial planning experience in an insurance company.

工作經驗：具備至少2 年以上銀行財富管理或保險公司理財規(guī)劃的相關工作經驗

聯(lián)系方式公司介紹

Please

Please specify the position you are applying for

Please email us both of your Mandarin and English resume

Please attach a recent photo to your resume

For successful application, you will be informed for further interview opportunity within 2 weeks

應聘者請務必附上中文與英文簡歷和照片，并在email上注明應聘職位。若在2周內未收到面試通知可視為申請未通過。應征簡歷留作后用，恕不退回。

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