GCB-Financial Planning Consultant

花旗银行（中国）有限公司

公司规模： 1000-9999人

公司性质： 外商独资

公司行业： 银行

工作经验： 2年以上

工作性质： 全职

最低学历： 本科

管理经验： 要求

职位月薪： 面议

招聘人数： 1人

工作地点： 大连

职位类别： 保险顾问/财务规划师

发布日期： 2014-06-09

职位描述 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，然后介绍相应的产品。

• 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.

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。

KEY REQUIREMENTS

• Candidate must possess a university degree from a recognized 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

公司介绍 该公司其他职位 花旗银行（中国）有限公司

公司地址：上海市浦东新区花园石桥路33号花旗大厦28-35层 公司规模：1000-9999人 | 公司性质：外商独资 | 公司行业：银行

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.

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、大连、成都、杭州、南京、长沙、贵阳和无锡设有分支行,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，是中国最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:

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