投资顾问10k-15k

学历:本科 | 工作年限:五年以上 | 年龄:年龄不限
最后刷新:2020/04/02 12:00:00

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投资顾问 职位描述
Department: Wealth Management
部门:财富管理部

Scope of Roles:
Investment Advisory

Key Responsibilities/Challenges:
· To consult on the distribution knowledge of various wealth management products including, FX , FX derivative structures, equities, interest rate products, yield enhancement and Banca products
· To synthesize market information, formulate client interaction tactics and deliver on-site coaching on, but not limited to wealth management and Banca products
· To provide updated product training, market analysis and summary to frontline to ensure the explanation and information delivered to customers are correct and in good faith
· To participate in branch sales meetings and render professional support to sale enquiries
· To support and work with frontline to handle customers’ complaints on wealth management related issues
· To work with the frontline to ensure the sales process is properly handled to uphold the customers’ satisfaction and Bank’s service standard
· To monitor and to ensure the investment sales activities to meet the compliance requirement of the Bank
· To support sales events (e.g. seminars) for both internal and external clients
· To monitor business progress and outlook in formulation of corresponding support strategies
· To develop and implement relevant measures including morning briefing and discussion forum to support sales and marketing programs
· To monitor the investment portfolio on branch level to avoid concentration risk on specific tranche/single product
· 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 Surveillance Team and line manager as well as directly to the Country MLPO in urgent or exceptional circumstances.

Selection Criteria:
· Degree holder. Preferably at least 4 years experience in investment consulting.
· Solid knowledge of bank products and service and banking procedures, equities, market, unit trusts and other personal investment services.
· 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-motivated, with pro-active service attitude and able to work under pressure.
· Good command of both written English and Chinese


Please send your resume to: ( recruitment.china@sc.com), with the position and location in subject.
To apply, visit www.standardchartered.com/careers

请将简历发送至:(recruitment.china@sc.com),并在邮件主题中注明您所应聘的职位名称及地区。
想了解更多渣打银行的职位信息,请登录:www.standardchartered.com/careers
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渣打银行(中国)有限公司 公司介绍
渣打是一家领先的国际银行,在全球一些最有活力的市场上经营150多年,拥有员工超过80,000名。我们为遍布亚洲、非洲和中东市场的个人和企业客户提供金融服务,支持他们进行投资、开展贸易,并实现财富增值。这些市场为集团带来90%以上的营运收入和利润。渣打的文化传承和企业价值都在其品牌承诺 “一心做好,始终如一(Here for good)”中得到充分体现。

渣打集团有限公司除在伦敦及香港的交易所上市外,还在印度的孟买以及印度国家证券交易所上市。

2018 年是渣打银行在华 160 周年,自 1858 年在中国上海开设首家分行开始,其在华业务经营从未间断。2007 年 4 月,渣打银行(中国)有限公司成为第一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以及在银行业的领先地位。目前,渣打银行在全国近 30 个城市拥有超过 100 家营业网点。

渣打银行赢得众多权威行业机构和媒体颁发的奖项和荣誉。2017 年所获荣誉包括: 《第一财经》、《经济观察报》和《每日经济新闻》年度最佳外资银行大奖,澎湃年度国际影响力银行,《环球金融》最佳“一带一路”外资银行大奖、最佳人民币服务银行、最佳大宗商品银行、最 佳企业社会责任银行,《财资》最佳流动资金管理奖、最佳供应链融资方案、最佳结构贸易融资方案、最佳现金管理解决方案和能源类年度最佳项目奖,《贸易金融》最佳现金管理产品创新银行,中国银行业协会的中国银行业理财机构最佳转型奖,《证券时报》中国稳健收益型银行理财产品君鼎奖,《上海证券报》年度净值型理财产品卓越奖,《经济观察报》年度值得托付的财富管理机构,《国际金融报》国际先锋理财机构大奖,《财富管理》最佳大陆地区外资财富管理银行,《华尔街见闻》年度银行卓越产品之外币专家,英国商会和美国商会的企业社会责任教育类突出贡献奖,陆家嘴金融城发展局、第一财经、上海交通大学上海高级金融学院的社会责任实践奖,上海市银行同业公会年度“一带一路”最佳公关案例,以及猎聘网年度多元非凡雇主奖。
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渣打银行(中国)有限公司 工作地点
上海市
公司基本信息
渣打银行(中国)有限公司

渣打银行(中国)有限公司

公司性质:外资(欧美)

所属行业:银行

公司规模:10000人以上

公司网址: https://www.sc.com/cn/

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渣打银行(中国)有限公司