2013年渣打銀行(中國)有限公司南京分行招聘客戶關(guān)系經(jīng)理

字號:

這篇《2013年渣打銀行(中國)有限公司南京分行招聘客戶關(guān)系經(jīng)理》是為大家整理的,希望對大家有所幫助。以下信息僅供參考??!
    發(fā)布日期:2013-04-27工作地點:南京招聘人數(shù):若干
    語言要求:英語 良好
    普通話 良好學(xué) 歷:本科
    職位職能: 投資/基金項目經(jīng)理 高級客戶經(jīng)理/客戶經(jīng)理
    職位描述:
    Department: Integrated Distribution
    部門:綜合營銷部
    Location: Nanjing
    工作地點:南京
    Scope of Roles:
    Customer sales and service
    工作范疇:
    客戶銷售與服務(wù)
    Key Responsibilities/Challenges:
    · Deliver allocated performance targets for various product VSs.
    · Maintain relationship with PrB customers and deliver Priority Banking (PrB) Proposition to ensure customers’ needs are met.
    · Provide financial planning advice to customers by delivering proper asset allocation, suitability assessment and other available tools to meet customer needs.
    · Maximize customer profitability through disciplined relationship management and cross-selling.
    · Actively participate in Priority Banking / Excel Banking / other Bank’s marketing and promotional activities to acquire NTB customers, as well as cross-selling to existing customers.
    · Must comply with their respective Money Laundering Prevention Procedures and be alert at all times to unusual or possibly suspicious customer activity, and should report any suspicious activity to AML Surveillance Team and line manager as well as directly to the Country MLPO in urgent or exceptional circumstances.
    · Ensure compliance of Management Manual, Operating Manuals and Bank’s laid down knowledge of the various products offered by all departments.
    · Learn and understand all relevant regulations and internal Risk & Compliance policies and procedures.
    · Keep updated on the events in the financial industry.
    · Participate actively in training programs, meetings, briefings organized by the bank and ensure skills & knowledge acquired is applied to daily work.
    · Ensure timeliness & managing customer’s complaint.
    · Learn and understand all relevant regulations and internal Risk & Compliance policies and procedures.
    主要職責(zé)/挑戰(zhàn):
    · 為各價值中心訂立績效目標(biāo)。
    · 保持與優(yōu)先理財客戶的良好關(guān)系,并建議為客戶提供優(yōu)先理財服務(wù),以滿足客戶需求。
    · 為客戶提供理財建議,包括財富分配,合適性評價以及其它可用工具,以便滿足客戶需求。
    · 通過嚴(yán)格的關(guān)系管理和交叉銷售,使客戶利潤大化。
    · 積極參與優(yōu)先理財/創(chuàng)智理財/其它銀行營銷項目,以獲取新客戶。另外,向現(xiàn)有客戶進行交叉銷售。
    · 遵循相關(guān)反洗錢流程,時刻對不正常的或有嫌疑的客戶行為保持警惕,并向各部門反洗錢官員和直屬經(jīng)理報告任何有嫌疑的行為,在緊急或特殊情況下直接向渣打中國區(qū)反洗錢官員報告。
    · 遵循銀行的管理手冊,操作手冊和所有部門相關(guān)產(chǎn)品的既定政策。
    · 保持對金融行業(yè)相關(guān)動向的敏感。
    · 積極參與銀行組織的培訓(xùn)項目,會議和簡報會,并保證將學(xué)習(xí)到的技能和知識運用到日常工作中。
    Selection Criteria:
    · A University graduate.
    · Have sales experience gained in the banking and financial services industry or other industries.
    · Sound knowledge of financial products and services and banking procedures, equities markets, unit trusts and other personal investment services are preferred.
    · Good investment counseling and analytical skills.
    · Strong interpersonal and communication skills, ability to deal with all levels of people, often in complex and difficult situations.
    · Team player who shows initiative and assertiveness.
    · Self-motivator who is keen to upgrade, improve personal knowledge and skills to meet job requirements.
    · Good command of both spoken and written English and Mandarin.
    · Passed WM certification exam.
    職位要求:
    · 大學(xué)本科學(xué)歷。
    · 具有銀行和金融服務(wù)行業(yè)或其它行業(yè)的銷售經(jīng)驗。
    · 熟悉銀行產(chǎn)品、服務(wù)、銀行程序、股票市場、單位信托以及其它個人投資服務(wù)。
    · 具備良好的投資咨詢和分析技巧。
    · 出色的人際關(guān)系能力和溝通能力,能在復(fù)雜場合應(yīng)付自如。
    · 具有團隊意識,主動堅定。
    · 有上進心,能自我激勵,不斷提高人際交流能力和技巧,以滿足工作要求。
    · 英語和普通話均流利(口頭和書面)。
    · 通過財富管理資格考試 (WM certification exam)。
    Please send your resume to: (recruitment.china@sc.com), with the position and location in subject.
    To apply, visit www.standardchartered.com/careers
    請將簡歷發(fā)送至:(recruitment.china@sc.com),并在郵件主題中注明您所應(yīng)聘的職位名稱及地區(qū)。
    想了解更多渣打銀行的職位信息,請登錄:www.standardchartered.com/careers