Personal Financial Consultant / 个人理财顾问 [ 投诉职位 ]

渣打银行（中国）有限公司查看地图

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基本信息

工作地点：上海市
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：18~60岁
要求学历：本科
招聘人数：不限
工作经验：2年以上
专业要求：不限

任职要求/岗位职责

职位描述:

SCOPE OF ROLE:
Customer sales and service

KEY RESPONSIBILITIES/CHALLENGES:
1. Deliver allocated performance targets for various product VSs.
2. Maintain relationship with customers and deliver superior customer service to ensure customers ' needs are met.
3. Provide financial planning advice to customer by delivering proper asset allocation, suitability assessment and other available tools to meet customer needs.
4. Maximize customer profitability through disciplined relationship management and cross-selling.
5. Actively participate in Priority Banking / Excel Banking / other Bank’s marketing and promotional activities to acquire new to bank customers, as well as cross-selling to existing customers.
6. 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 7.Surveillance Team and line manager as well as directly to the Country MLPO in urgent or exceptional circumstances.
8. Learn and understand all relevant regulations and internal Risk & Compliance policies and procedures
9. Ensure compliance of Management Manual, Operating Manuals and Bank’s laid down knowledge of the various products offered by all departments.
10. Keep updated on the events in the financial industry.
11. Participate actively in training program, meeting, briefings organized by the bank and ensure skills and knowledge acquired is applied to daily work.
12. Ensure timeliness & managing customer’s complaint.
13. Other then above roles, job holder should follow other job duties and responsibilities assigned by line manager from time to time.

SELECTION CRITERIA:
1. A university graduate
2. Preferably having sales experience gained in the banking and financial services industry or other industries no less than two-year
3. Sound knowledge of bank products, services and banking procedures, equities markets, unit trusts other personal investment and lending services are preferred
4. Basic investment counseling and analytical skills
5. Strong interpersonal and communication skills, ability to deal with all levels of people, often in complex and difficult situations
6. Team player who shows initiative and assertiveness
7. Self-motivator who is keen to upgrade, improve personal knowledge and skills to meet job requirements
8. Good command of both spoken and written English and Mandarin

企业介绍

Standard Chartered

Standard Chartered PLC is a leading international bank, listed on the London, Hong Kong and Mumbai stock exchanges. It has operated for over 150 years in some of the worlds most dynamic markets and earns around 90 per cent of its income and profits in Asia, Africa and the Middle East. This geographic focus and commitment to developing deep relationships with clients and customers has driven the Bank’s growth in recent years.
With 1,700 offices in 70 markets, Standard Chartered offers exciting and challenging international career opportunities for its 80,000 staff. It is committed to building a sustainable business over the long term and is trusted worldwide for upholding high standards of corporate governance, social responsibility, environmental protection and employee diversity. The Bank’s heritage and values are expressed in its brand promise, ‘Here for good’.
In China, the Bank set up its first branch in Shanghai in 1858 and has remained in operation throughout the past 150 years. Standard Chartered Bank (China) Limited is one of the first foreign banks to locally incorporate in China in April 2007. This demonstrates the Bank’s commitment to the China market, and its leading position as a foreign bank in the banking industry.

Standard Chartered has one of the largest foreign bank networks in China – with 19 branches, 49 sub-branches and 1 Village Bank.

In 2009, Standard Chartered China is named by the Economic Observer as the “Best Trade Finance Bank in China”. It also clinched the Economic Observer’s “Best Innovation in Cash Management” award, Global Finance’s “Best SME Lending Bank” and the China Business News ' “Outstanding Corporate Award of 2008 Corporate Social Responsibility Ranking in China”.

For more information on Standard Chartered, please log on www.standardchartered.com

关于渣打银行

渣打集团是一家国际领先银行，分别在伦敦、香港以及孟买交易所上市。集团在全球一些有活力的市场上已经营超过150年，其90%以上的营运收入和利润来自亚洲，非洲和中东市场。集团选择性地投入市场以及坚持发展与客户深厚关系的承诺推动银行在近年来取得强劲增长。

渣打集团在70个国家设有1,700个分支机构，为约80,000名员工提供多彩并富有挑战性的全球化事业发展机会。集团致力于建设具长效的可持续业务，并通过坚持高水平的公司管治、履行社会责任、实践环境保护及员工多样化等行动赢得了世界的信任。渣打银行的文化传承和企业价值都在其品牌承诺 “Here for good”中得到充分体现。

渣打银行在中国自1858年在上海开设分行以来，150多年在华经营从未间断。2007年4月，渣打银行（中国）有限公司成为批本地法人银行之一。这充分显示了渣打对中国市场的承诺。

目前，渣打银行在全国拥有19家分行、49家支行和1家村镇银行。

2009年，渣打中国荣膺《经济观察报》贸易融资银行大奖，并获创新现金管理银行奖。同时也被《环球金融》评为中小企业贷款银行，以及《财经》授予 “2008中国企业社会责任榜杰出企业奖”。

想了解更多有关渣打银行的信息，请登陆：
www.standardchartered.com