个人金融银行-Financial Planning Consultant个人银行部财务安全规划师

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