Financial Planning Specialist

Citibank - More jobs by this advertiser
Financial Planning Specialist-18055602
Description
 

·        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。

·        负责与保险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保险销售技能技巧方面进行培训,辅导和指导。

·        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。

·        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。

·        严格遵守合规要求和公司内部对销售的相关规定。


Qualifications
 

·        具有大学本科学历

·        具备良好的沟通能力,热忱的服务态度,工作主动积极

·        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

·        具备至少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

·        熟悉税法和金融经济市场者优先

·        具有AFP金融理财师或CFP国际金融理财师资质者优先


  



17 August 2019
Location: China Chongqing Chongqing
Work type:
Full time
Sector:
Banking and Financial Services
Profession:
Sales
PLEASE! No enquiries from Recruitment Agencies or Headhunters.

Only direct applications will be considered.

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