个人金融银行-Wealth Management Specialist 投资顾问

公司名称：花旗银行（中国）有限公司

公司性质：外商独资

公司规模：1000-9999人

公司行业：金融/银行/投资/基金/证券/期货

工作经验：2年以上

发布日期：2013-01-10

最低学历：本科

管理经验：否

工作性质：全职

招聘人数：1人

职位类别：金融/证券/期货/投资

工作地点：北京-西城区

职位描述

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

联系方式公司介绍

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

应聘者请务必附上中文与英文简历和照片，并在email上注明应聘职位。若在2周内未收到面试通知可视为申请未通过。应征简历留作后用，恕不退回。

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