公司規(guī)模：1000-9999人

公司性質(zhì)：外商獨(dú)資

公司行業(yè)：銀行

工作經(jīng)驗(yàn)：2年以上

工作性質(zhì)：全職

最低學(xué)歷：本科

管理經(jīng)驗(yàn)：要求

職位月薪：面議

招聘人數(shù)：1人

工作地點(diǎn)：大連

職位類別：保險(xiǎn)顧問(wèn)/財(cái)務(wù)規(guī)劃師

發(fā)布日期： 2014-01-21

職位描述 DEPARTMENT: GCG

LOCATION: Dalian

Email address: hr.dalian@citi.com

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(guò)綜合理財(cái)規(guī)劃引導(dǎo)和幫助客戶分析現(xiàn)有財(cái)富或資產(chǎn)的配置情況，并發(fā)掘需求，然后介紹相應(yīng)的產(chǎn)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(fù)責(zé)與銷售經(jīng)理和支行行長(zhǎng) 共同配合對(duì)支行理財(cái)經(jīng)理在綜合理財(cái)規(guī)劃和需求為導(dǎo)向的銷售技能技巧方面進(jìn)行培訓(xùn)，輔導(dǎo)和指導(dǎo)。

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

負(fù)責(zé)與銷售經(jīng)理和支行行長(zhǎng)共同配合和規(guī)劃支行的保險(xiǎn)業(yè)務(wù)和相關(guān)銷售活動(dòng)。

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

負(fù)責(zé)維護(hù)和管理客戶關(guān)系，確?？蛻襞c銀行保持持續(xù)且良好的服務(wù)體驗(yàn)。

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

嚴(yán)格遵守合規(guī)要求和公司內(nèi)部對(duì)銷售的相關(guān)規(guī)定。

KEY REQUIREMENTS

• Candidate must possess a university degree from a recognized university.

具有國(guó)家承認(rèn)的大學(xué)本科學(xué)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(wù)態(tài)度，工作主動(dòng)積極。

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

通曉保險(xiǎn)法律法規(guī)，保險(xiǎn)產(chǎn)品和投資產(chǎn)品知識(shí)，并具備財(cái)務(wù)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(jīng)濟(jì)市場(chǎng)者優(yōu)先。

• Candidate with AFP or CFP would be highly advantageous.

具有AFP金融理財(cái)師或CFP國(guó)際金融理財(cái)師資質(zhì)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(jīng)驗(yàn)：具備至少2年以上銀行財(cái)富管理或保險(xiǎn)公司理財(cái)規(guī)劃的相關(guān)工作經(jīng)驗(yàn)

公司地址：上海市浦東新區(qū)花園石橋路33號(hào)花旗大廈28-35層

公司規(guī)模：1000-9999人 | 公司性質(zhì)：外商獨(dú)資 | 公司行業(yè)：銀行 .

About Citi China

Citi first established an office in China in May 1902, in Shanghai. Today Citi is the leading foreign bank in China, offering a broad product range. On 2nd April, 2007, Citibank (China) Co., Ltd. was officially launched as one of the first foreign banks locally incorporated in China. On 23rd April, 2007, Citibank (China) Co., Ltd. became one of the first foreign banks to offer RMB services to Chinese residents.

Citi currently has branches and sub-branches in Beijing, Shanghai, Guangzhou, Shenzhen, Tianjin, Chengdu, Hangzhou and Dalian, operating and offering corporate banking business as well as consumer banking business. With operations in more than 100 countries around the world, Citi is one of the most global foreign banks in China.

關(guān)于花旗中國(guó)

花旗在中國(guó)的歷史可追溯至一九零二年五月?；ㄆ焓侵袊?guó)領(lǐng)先的外資銀行，為客戶提供廣泛的金融產(chǎn)品。2007年4月2日，作為首批成功轉(zhuǎn)制本地法人銀行的外資銀行，花旗銀行（中國(guó)）有限公司正式成立；2007年4月23日，花旗銀行（中國(guó)）有限公司成為首批正式對(duì)中國(guó)境內(nèi)公民開(kāi)展人民幣業(yè)務(wù)的外資銀行之一。

目前，花旗分別在北京、上海、廣州、深圳、天津、大連、成都、杭州、南京、長(zhǎng)沙、貴陽(yáng)和無(wú)錫設(shè)有分支行,開(kāi)展企業(yè)銀行業(yè)務(wù)和零售銀行業(yè)務(wù)。花旗在全球100多個(gè)國(guó)家開(kāi)展業(yè)務(wù)，是中國(guó)最具全球性的外資銀行之一。

Our business is expanding rapidly and we are looking for highly qualified, ambitious individuals wishing to progress to the highest levels of their personal career development in Citibank.

We provide challenging and rewarding career opportunities with the vacancy:

應(yīng)聘請(qǐng)登錄：http://special.zhaopin.com/bj/2011/hq031438/job.html

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