個人金融銀行-Wealth Management Specialist 投資顧問

公司名稱：花旗銀行（中國）有限公司

公司性質：外商獨資

公司規(guī)模：1000-9999人

公司行業(yè)：金融/銀行/投資/基金/證券/期貨

工作經驗：2年以上

發(fā)布日期：2013-01-10

最低學歷：本科

管理經驗：否

工作性質：全職

招聘人數(shù)：1人

職位類別：金融/證券/期貨/投資

工作地點：北京-西城區(qū)

職位描述

Responsibilities

Monitor and analyze FX trends based on technical and fundamental analysis (relying on Citigroup and market research commentaries).

Clearly communicate the strategies and views (including written commentaries) on FX trends to RMs/PBs and customers on a non-discretionary basis.

Have direct contact with customers, and work in seamless partnership with RM/PB to promote and cross-sell FX and treasury products, by understanding customers’s investment needs &product suitability and recommending appropriate portfolio allocation strategies to meet the needs.

Demonstrate balanced approach in explaining product features and benefits and ensuring that customer understands the risks involved.

Share the PA goals of the branch and work closely with RM/PBs to achieve the PA monthly goals

Track and monitor PA maturities/rollovers and work on rollover strategies with the branches

Particiapte in customers seminars/events to educate customers and build awareness

Qualification

Graduate with at least 2 years of working experience in a FX related job function

In depth knowledge of FX, financial market and economic trend

Strong team-work and communication skills

Customer oriented

An independent worker that is goal oriented

Proficient in language, both spoken and written Mandarin and English

聯(lián)系方式公司介紹

Please

Please specify the position you are applying for

Please email us both of your Mandarin and English resume

Please attach a recent photo to your resume

For successful application, you will be informed for further interview opportunity within 2 weeks

應聘者請務必附上中文與英文簡歷和照片，并在email上注明應聘職位。若在2周內未收到面試通知可視為申請未通過。應征簡歷留作后用，恕不退回。

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