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Financial Planning Consultant 财务安全规划师(银保) [ 投诉职位 ]

花旗银行(中国)有限公司上海分行(个人银行)

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专业培训 岗位晋升 节日福利带薪年假员工旅游

基本信息

  • 工作地点:上海市
  • 年龄要求:18~45岁
  • 要求学历:本科
  • 招聘人数:4人
  • 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:
花旗银行诚招财务安全规划师,凡保险/金融/经济/市场营销等相关专业的有志人士均可投放简历。
财务安全规划师隶属于花旗银行总行的银行保险部,主要工作职责是负责各支行现有客户的财务安全,退休养老以及子女教育的需求分析和资产的整体配置建议与销售,在保险理赔,高端客户营销,财富家族管理方面等方面为客户提供专业的建议和服务;同时协助组织支行的培训,市场活动等,凡具备保险公司保险代理人销售经验或者保险公司银保渠道负责人及培训工作经验的将优先考虑。
财务安全规划师薪酬考核制度明细具有很强的市场竞争力,同时具备资深财务安全规划师和高级财务安全规划师及区域销售经理等职业发展前景。 
诚招对保险认可且擅长团队合作,具备较强自我驱动力和工作热情的有志之士加盟!


Description
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. 通过综合理财规划引导和帮助客户分析现有财富或资产的配置情况,并发掘需求,然后介绍相应的保险产品和解决方案。
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. 负责与销售经理和支行行长 共同配合对支行理财经理在综合理财规划和需求为导向的销售技能技巧方面进行培训,辅导和指导。
To work with sales manager and branch manager to plan for sales activities. 负责与销售经理和支行行长共同配合和规划支行的保险业务和相关销售活动。
To maintain and manage good relationships with customers and to ensure customers have a consistent and superior banking experience. 负责维护和管理客户关系,确保客户与银行保持持续且良好的服务体验。
To strictly abide by the requirements of compliance & internal control on sales activities. 严格遵守合规要求和公司内部对销售的相关规定。



Qualification
Candidate must possess an university degree from a recognised university. 具有国家承认的大学本科学历
Candidate should exhibit good communication skills, possess excellent service attitude and are highly self-driven and positive. 具备良好的沟通能力,热忱的服务态度,工作主动积极。
Candidate should possess sound knowledge of financial planning skills, insurance laws, insurance products and investment products. 通晓保险法律法规,保险产品和投资产品知识,并具备财务规划能力
Candidates with good knowledge of tax law and general financial and economic market would be advantageous. 熟悉税法和金融经济市场者优先。
Candidate with AFP or CFP would be highly advantageous. 具有AFP金融理财师或CFP国际金融理财师资质者优先。
Work experience: at least 2 years of experience in wealth management in a bank or financial planning experience in an insurance company. 工作经验:具备至少2 年以上银行财富管理或保险公司理财规划的相关工作经验

企业介绍

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.

关于花旗中国

花旗在中国的历史可追溯至一九零二年五月。花旗是中国领先的外资银行,为客户提供广泛的金融产品。2007年4月2日,作为首批成功转制本地法人银行的外资银行,花旗银行(中国)有限公司正式成立;2007年4月23日,花旗银行(中国)有限公司成为首批正式对中国境内公民开展人民币业务的外资银行之一。

目前,花旗分别在北京、上海、广州、深圳、天津、成都、杭州和大连设有多家分支行,开展企业银行业务和零售银行业务。花旗在全球100多个国家开展业务,是中国具全球性的外资银行之一。


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:

The successful candidate will be provided with superior career development opportunities and a competitive remuneration package. If you are interested in being considered for the position please send your CV ( in English & Chinese) to us.

(Please indicate position applied & 51Job on the envelope)

公司地址:陆家嘴金融贸易区花园石桥路33号花旗集团大厦
邮政编码:200120
电子邮箱:creditcard.sh@citi.com

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