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職位描述:
Department: Wealth Management
部門：財富管理部
Location: Shenzhen
Scope of Roles:
Investment Advisory
Key Responsibilities/Challenges:
· To consult on the distribution knowledge of various wealth management products including, Mutual Funds, FX , FX derivative structures, equities, interest rate products, yield enhancement and Banca products
· To synthesize market information, formulate client interaction tactics and deliver on-site coaching on, but not limited to wealth management and Banca products
· To provide updated product training, market analysis and summary to frontline to ensure the explanation and information delivered to customers are correct and in good faith
· To participate in branch sales meetings and render professional support to sale enquiries
· To support and work with frontline to handle customers’ complaints on wealth management related issues
· To work with the frontline to ensure the sales process is properly handled to uphold the customers’ satisfaction and Bank’s service standard
· To monitor and to ensure the investment sales activities to meet the compliance requirement of the Bank.
· To support sales events (e.g. seminars) for both internal and external clients
· To monitor business progress and outlook in formulation of corresponding support strategies
· To develop and implement relevant measures including morning briefing and discussion forum to support sales and marketing programs
· To monitor the investment portfolio on branch level to avoid concentration risk on specific tranche/single product
· 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.
Selection Criteria:
· Degree holder. Preferably at least 6 years experience in investment consulting.
-Preference of a Senior RM in Consumer Banking.
· Solid knowledge of bank products and service and banking procedures, equities, market, unit trusts and other personal investment services.
· 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-motivated, with pro-active service attitude and able to work under pressure.
· Good command of both written English and Chinese
To apply, visit www.standardchartered.com/careers
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