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Senior Financial Planning Specialist

Job Req ID 21278817 Primary Location Guangzhou, China Job Category Consumer Sales
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产品销售中级分析师属于专员岗位。独立处理大多数问题,有一定的自由空间来解决复杂的问题。将深厚的专业领域知识与对行业标准和实践的深入了解结合。全面了解如何推动团队和地区之间的协同合作以达成相关子职能/工作类型的工作目标。运用分析思维及数据分析工具和方法相关知识。在根据实际事实分析做出评估性判断和建议时,需要注意细节。通常处理可能具有更广泛业务影响的多变问题。在解释数据和结果时运用专业判断。以系统和易于传达的方式分解信息。需要具备良好的沟通和交际能力,以便交换潜在的复杂/敏感信息。 通过与企业核心活动的密切联系,产生适度但直接的影响。所提供服务的质量和及时性将影响自己团队和其他密切相关团队的效率。


  • 通过跟进和响应的双重交付模式,支持向内部和外部合作伙伴的销售交付。
  • 负责支持向团队传达的内部和外部发展倡议。
  • 负责传达沟通信息。
  • 为增加和把握交叉销售机会提供支持。
  • 提高日常销售和营运活动的效率。
  • 负责报告销售成绩和成功原因。
  • 通过特定的业务计划支持销售主管;制定、领导销售和产品培训并提供建议;支持销售增长。
  • 作为销售团队和分行之间的计划联络人。
  • 在策略和计划发展方面代表销售人员,以便有效地与银行合作。
  • 负责与销售主管合作,在月度销售和营销电话会议上介绍活动、计划和促销活动。
  • 与合作伙伴联系,发展营销机会,最大限度地提高销售和客户获取、保留及满意度。
  • 与销售主管协作,共同制定、推动和支持业务计划和举措。
  • 在作出业务决定时适当评估风险;特别注意公司的声誉;并通过促进遵守适用法律、规章和制度、遵守政策以及就个人举动、行为和业务实践应用良好的道德判断, 透明上报、管理和报告控制问题, 来保护花旗集团、其客户及资产。


  • 有 5 年相关银行工作经验者优先


  • 本科/大学学历,或同等学历


Job Family Group:

Consumer Sales


Job Family:

Consumer Product Sales


Time Type:

Full time


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