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 猎头公司代知名英国银行找理财经理（工作地点：北京，天津，大连，青岛，呼和浩特） |
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jobmetchina
头衔: 海归少尉
加入时间: 2008/06/20
文章: 23
海归分: 2595
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作者：jobmetchina 在 海归招聘 发贴, 来自【海归网】 http://www.haiguinet.com
愿意考虑的候选人可以发邮件到
[email protected]; [email protected]
或者电话：010-58780723
Customer sales and service
Key Responsibilities/Challenges:
• Deliver allocated performance targets for various product VSs.
• Maintain relationship with PrB customers and deliver Priority Banking (PrB) Proposition to ensure customers’ needs are met.
• Provide financial planning advice to customers by delivering proper asset allocation, suitability assessment and other available tools to meet customer needs.
• Maximize customer profitability through disciplined relationship management and cross-selling.
• Actively participate in Priority Banking / Excel Banking / other Bank’s marketing and promotional activities to acquire NTB customers, as well as cross-selling to existing customers.
• Comply with 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 the respective Unit Money Laundering Prevention Officer and line manager as well as directly to the Country MLPO in urgent or exceptional circumstances.
• Ensure compliance of Management Manual, Operating Manuals and Bank’s laid down knowledge of the various products offered by all departments.
• Keep updated on the events in the financial industry.
• Participate actively in training programs, meetings, briefings organized by the bank and ensure skills & knowledge acquired is applied to daily work.
• Ensure timeliness & managing customer’s complaint.
Selection Criteria:
A University graduate
Have sales experience gained in the banking and financial services industry or other industries
Sound knowledge of financial products and services and banking procedures, equities markets, unit trusts and other personal investment services are preferred
Able to meet the performance target and voluntarily comply with the regulations and procedures formulated by the company
Good investment counseling and analytical skills
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-motivator who is keen to upgrade, improve personal knowledge and skills to meet job requirements
Good command of both spoken and written English and Mandarin
作者：jobmetchina 在 海归招聘 发贴, 来自【海归网】 http://www.haiguinet.com
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 猎头公司代知名英国银行找理财经理（工作地点：北京，天津，大连，青岛，呼和浩特） -- jobmetchina - (2417 Byte) 2009-8-28 周五, 13:08 (1705 reads)
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