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Citigold Acquisition Officer_財富服務開發專員

Job Req ID 21279547 Primary Location Taipei, Taiwan Job Category Private Client Coverage
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工作內容
財富服務開發專員將負責透過內外部管道開發高資產客戶、辨識現有客戶中有潛力升等為Citigold的客戶,並與Citigold財富管理專員密切合作提供潛在客戶全方位資產配置,幫助其成為花旗客戶。

Job Description

The Citigold Acquisition Officer role is to expand the high net-worth client base and balance sheet, by acquiring new-to-bank Citigold customers through external and internal referrals.

The person will also be responsible for identifying any existing Citiblue clients who can be upgraded to Citigold, by upsizing current funding.

They are to work very closely with Citigold Relationship manager and Citigold Wealth and Insurance Specialist to enable full suite of Citi Value proposition to be presented to potential Citigold customers and to onboard them.

工作職責

Responsibilities:

On a daily basis, a Citigold Acquisition Officer will be responsible for the following

透過內部、外部管道開拓花旗財富管理潛在客戶

  • Identify and solicit new-to-bank Citigold customers, through internal and external channels

按照客戶需求協助其開立Citigold帳戶

  • Assist client in opening Citigold account in xxx., as per the clients individual preference

積極鼓勵現有客戶推薦新客戶,以建立潛在花旗財富管理客戶資料庫

  • Actively promote referrals from existing clients to generate a pipeline of Citigold prospects.

即時更新並確保客戶KYC資料的完整性

  • Ensure updation of complete KYC details for the originated accounts

透過內部推薦或積極的開發外在資源,吸引新投資客戶

  • Attract an investment client base through relationship management, both by responding to internal referrals and pro-active self-driven business development.

率先參與新客戶開發相關的行銷活動

  • Spearhead any micro marketing events focussed on NTB acquisition.

與產品部門合作,透過電訪瞭解能夠吸引新客戶的產品及服務

  • Work with the product team, telemarketing to identify initiatives and products that will help acquire new customers for the Bank.

協助花旗財富管理客戶釐清投資及保險需求,並為其轉介至專業投資人員

  • Assist a Citigold client in meeting any identified investment and insurance financial need by referring him to on Investment Professional.

熟稔總體經濟趨勢及投資組合策略以展現專業度並推動與新客戶對話

  • Keep abreast of current economic environment and capital markets, so as to have meaningful discussions with Citigold NTB prospects and optimise acquisition effectiveness.

與部門主管定期討論、及後續電話追蹤

  • Joint meetings with the Unit Head to be done regularly with call reporting tracking.

提供一致且優質的客戶服務

  • Deliver consistent and best-in-class customer service

遵守花旗法令遵循及內控準則

  • Meet the compliance and controls standards set by the Citigroup

一個成功財富服務開發專員會有以下的技能

A successful Citigold Acquisition Officer has these skills

優異的團隊合作能力以服務客戶全面的投資需求

  • Excellent teamwork skills in order to cater to the varied investment understanding and support requirement of customers and prospects

基礎的分析能力以了解報表內容,並針對客戶提供適合的產品服務

  • Basic analytical skills required to comprehend research and performance reports and to interpret them to offer most suitable products for customer profile.

具有銷售的熱忱、領導力及抗壓性

  • High sales drive and energy levels. Ability to thrive in a high-pressure environment by demonstrating leadership and selling skills.

與客戶建立長久合作關係的能力

  • Ability to nurture and build strong relationships with customers.

工作需求

Typically, someone in this role has the following experience

一年以上的金融工作相關經驗。

  • 1 years’ experience preferably in the financial services industry

有開發高資產客戶、中小企業客戶經驗或投資產品(基金、保險、股票、債券)相關經驗尤佳。

  • Either prior experience of acquiring high-net-worth clients (Priority Banking / SME Banking) or prior experience in investment products, such as, Mutual Funds, Insurance, equity, fixed-income (bonds) will be preferred.

其他產業銷售經驗為加分項目

  • Other Industry relevant sales experience such as real estate / Assets experience can be considered

大專以上畢業

  • College degree or equivalent

具有相關金融證照者有金融道德常識、信託、投信投顧法規測驗合格測驗尤佳(無證照者可,但須於試用期完成考取上述證照)

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Job Family Group:

Private Client Coverage

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Job Family:

Client Services

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Time Type:

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