GCB-Financial Planning Consultant
花旗銀行（中國）有限公司
公司規模： 1000-9999人
公司性質： 外商獨資
公司行業： 銀行
工作經驗： 2年以上
工作性質： 全職
最低學歷： 本科
管理經驗： 要求
職位月薪： 面議
招聘人數： 1人
工作地點： 大連
職位類別： 保險顧問/財務規劃師
發布日期： 2014-06-09
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.
通過綜合理財規劃引導和幫助客戶分析現有財富或資產的配置情況，并發掘需求，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劃支行的保險業務和相關銷售活動。
• 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，確保客戶與銀行保持持續且良好的服務體驗。
• To strictly abide by the requirements of compliance & internal control on sales activities.
嚴格遵守合規要求和公司內部對銷售的相關規定。
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，保險產品和投資產品知識，并具備財務規劃能力
• 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劃的相關工作經驗
公司介紹 該公司其他職位 花旗銀行（中國）有限公司
公司地址：上海市浦東新區花園石橋路33號花旗大廈28-35層 公司規模：1000-9999人 | 公司性質：外商獨資 | 公司行業：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.
關于花旗中國
花旗在中國的歷史可追溯至一九零二年五月。花旗是中國領先的外資銀行，為客戶提供廣泛的金融產品。2007年4月2日，作為首批成功轉制本地法人銀行的外資銀行，花旗銀行（中國）有限公司正式成立；2007年4月23日，花旗銀行（中國）有限公司成為首批正式對中國境內公民開展人民幣業務的外資銀行之一。
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、長沙、貴陽和無錫設有分支行,開展企業銀行業務和零售銀行業務。花旗在全球100多個國家開展業務，是中國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:
崗位應聘請登錄:http://jobs.zhaopin.com/000052054251885.htm?ssidkey=y&ff=02&ss=101
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