[上海]华侨银行招聘资深个人理财经理 Senior Relationship Manag
发布时间：2012-03-20 12:40
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岗位类别：个人业务客户经理/部门经理 银行柜员
发布部门：不限部门
要求行业：金融/银行/保险/证券/股票/基金/期货/黄金/信托/投资类
年龄要求：22 ~ 31岁
工作地区：上海市
性别要求：不限
要求学历：本科以上
招聘人数：不限
工作经验：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：上海市东方路710号汤臣金融大厦
本信息来源于：金融人才网
