职位目标 借助行内各种渠道,进行新客户开发,参与行内外组织的客户推介活动,积累客户资源 为支行或分行营业部新客户提供客户开户服务和维护,日常咨询方面的需求,增加客户在我行的资产占比,以达到银行预期的业务和服务目标 发展成为银行的丰盛理财经理储备人才 主要职责 渠道开发和拓展合格丰盛理财客户 开拓挖掘新客户获取渠道(如战略合作伙伴,客户推荐,行内活动等),为我行新增合格丰盛理财客户。 维护和优化现有渠道质量,主动探索深化与渠道合作伙伴关系,在拓展新客工作中实现高效协同。 负责新客户开发的全流程:对潜在客户进行定向触达和资质筛选,为新客户开立账户,完成申请和相关文档。 达成银行下达的各项销售任务,达到销售目标,为团队整体增长指标做出贡献。 协作式客户关系管理 与客户经理紧密合作,与潜在客户积极互动,主动收集客户洞察(如风险偏好,财务目标等),确保客户交接顺畅和持续支持。 向客户引介我行全球财富管理解决方案,突出贴合其财务目标的价值主张。 主动处理和跟进客户的要求和查询,按照银行服务标准提供及时有效的解决方案,维持良好的客户满意度和留存率。 审计和合规控制 遵守银行的政策、标准、操作准则/规程、安保及内部控制和合规措施,尤其是分支机构当地的操作规程。 遵守由当地监管机构做出的规则和规定,尤其是那些适用于销售过程的规则和规定。 职责管辖范畴 丰盛理财业务发展经理向丰盛理财业务发展团队经理汇报,并需负责达到和超越本行所分配之各项销售指标。 教育背景和相关工作经验要求 教育经历 拥有正规学历,商务或财务相关专业优先考虑 对外资银行工作抱有热忱 工作经验 有相关销售经验和客户开发经验者优先 专业技能要求 技术知识: 具备主动高效的客户沟通技巧,擅长通过专业化,场景化沟通话术 多重任务: 能够驾驭多个优先事务,保持敏锐的关注和精力水平,管理时间,以获得积极的成果 产品知识: 具备银行有关产品和服务知识者优先 Location:PRC - Shanghai Job:
Job Description Key Responsibilities 1. Commercial Project Support & Commercial Policy Development Support commercial policy development by gathering business requirements, consolidating market and channel insights, and translating business needs into clear policy concepts and implementation considerations.
Company Description Continental develops pioneering technologies and services for sustainable and connected mobility of people and their goods. Founded in 1871, the technology company offers safe, efficient, intelligent and affordable solutions for vehicles, machines, traffic and
Richemont, one of the world leaders in the luxury sector, has various Houses specializing in jewelry, watches and high-end accessories. Each Maison proudly embodies a tradition of style, quality and craftsmanship and Richemont strives to preserve
Senior Project Engineer Medical Devices are some of the most regulated products in the world. In this role, you will be a part of the UL Medical Regulatory Team. Working as the Auditor/Lead auditor with limited
主要职责 1. Implement access control, biosecurity enforcement, fire safety and security patrol and inspections in CRC, including CRC Grandstand. 执行香港赛马会从化马场(CRC),包括但不限于香港赛马会从化马场大看台(CRC Grandstand)进出管制措施,生物安全管制措施及保安及消防巡查。 2. Operate the security monitoring and fire safety alarm systems in the CRC Security and
JLL empowers you to shape a brighter way. Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are
About Our Client Our client is a Hong Kong-based financial technology company providing enterprise-grade, blockchain-native cross-border payment solutions for B2B capital flow and stablecoin settlement. Job Summary The Business Development Director will be responsible for driving
Job Description- Project &Offer Quality leader ü Schneider Electrics SP Business Unit is passionate about end-to-end product quality to satisfy customer. In this position, the Project & Offer Quality Leader who is in charge of 3
Responsibilities End-to-End Testing: Lead full-lifecycle testing for DEX/CEX platforms, covering integration, UAT, performance/stress testing, and security testing across Web, H5, and Mobile. Smart Contract QA: Conduct onchain white-box testing (unit and integration tests) for core contract modules, including