重庆招聘

职责描述：

服务银行高净值客户，通过多元化投资产品，满足客户需求，做好客户资产配置。维护高净值客户关系。

帮助客户在其风险偏好下，利用系统化配置流程以及优质产品，满足客户资产配置需求。

积极支持团队和行所，帮助培养银行高质量理财专员。

提供自上而下视野和高质量投资理财服务，维护高净值客户关系。

及时给予理财专员完整和准确的投资产品知识和要点培训。

保持对市场和投资策略持续的理解，保持市场敏感度。及时反馈市场和产品意见和建议。

培训和驱动理财专员达成行所投资目标任务。

培训和帮助理财专员对市场和策略保持最新的理解和认识。

确保银行理财专员根据银行观点以及监管要求等，合理传递市场资讯和产品信息。

严格遵守合规/监管要求，确保诚信。

 

任职要求：

学历最低要求本科学位，金融/经济/财务等专业优先

持有CFP/CFA等认证优先

熟悉全球金融环境和主要市场，熟悉各类投资产品和特性（基金/债券/结构产品/外汇/衍生品等）

至少2-3年金融从业经历，有投资零售销售经验优先

喜好与人交流，有较强沟通能力和技巧

自信，独立主见，结果导向

有较强表达能力，书写能力

熟悉办公软件

The Wealth Management Manager provides full leadership and supervisory responsibility. Provides operational/service leadership and direction to team(s). Applies in-depth disciplinary knowledge through provision of value-added perspectives or advisory services. May contribute to the development of new techniques, models and plans within area of expertise. Strong communication and diplomacy skills are required. Generally has responsibility for volume, quality, timeliness of end results and shared responsibility for planning and budgets. Work affects an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Full supervisory responsibility, ensuring motivation and development of team through professional leadership to include duties such as performance evaluation, compensation, hiring, disciplinary and terminations as well as direction of daily tasks and responsibilities.

Responsibilities:

• Wealth Mgmt Manager primary focus is to ensure corporate strategy execution on a regional level.
• Visible to CBNA/CPWM senior management and is a clear ambassador to the overall growth and success of the CPWM Investment business.
• Job function includes top regional supervisory responsibilities, setting vision and productivity goals, overall market profitability, sales, operations, recruiting/salesforce growth, and adhering to all regulatory rules/guidelines.
• Responsible for all FAs in a defined region with direct managerial oversight of the RSMs and in some instances FAs as well.
• Effectively executes the implementation of the CPWM/Citigold team strategy.
• Held accountable for RSMs’ territories to include revenue plan and all business drivers and initiatives.
• Instrumental in monitoring the referral volumes between internal CPWM FAs and partners such as retail bank, mortgage, Citigold RMs, Cards and segmentation placing between Citipriority and Citigold.
• Partners with CBNA counterparts, Division Managers, to ensure cross business line referrals and to provide the most transparent Citi customer experience.
• Responsible for the execution of Citigold Wealth Centers, Citigold Hubs, and Citipriority sales growth through the interaction with RSMs, Citigold Market Managers, and Area Directors within the Retail Bank.
• Direct contact for CPWM Senior Management for market results and regular business updates.
• Provides strong leadership, conviction and messaging to all market direct reports towards driving the new CPWM client centric and segment strategy.
• Motivates, persuades, and leads a diverse group of Advisors, Relationship Managers, and non-team partners to execute on delivering value to the Citi shareholder with existing and new clients of Citi.
• Demonstrates ability to attract talent in relevant markets both at the producer level and the leadership level.
• Communicates effectively with senior management representing CPWM and the franchise. This includes heads of HR, Legal, Risk, Compliance, ICG, Mortgage, Retail Bank, Commercial Bank, and Capital Markets.
• Represents Citi at industry conferences and lead discussions regarding Citi strategy and overall market presence.
• Strategic thinking and critical / objective decision making to build consensus, drive incremental results, and work with a broad spectrum of stakeholders.
• Drives execution with a high sense of urgency, focused on details and managing multiple and complex matters, often including multiple stakeholders and leaders internal and external to Citi.
• Owns the collective results in sales, hiring, risk management, and productivity within the sales organization and the overall bank franchise.
• Owns and manages a profitable P&L with a focus on driving a remarkable client experience while helping to drive improvement in NPS and KDS client metrics throughout the organization.
• Understands and drives client segmentation as well as the future growth strategy and client metrics.
• Contributes to the organization’s goals and embodies the firm’s leadership standards and values by collaborating effectively with others and setting the standard for leadership.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• 5-8 years of experience
• Robust investment and insurance sales experience; prior investment/insurance sales management required Demonstrated ability to lead, motivate, and influence others Excellent verbal and written communication skills Customer service orientation

Education:

• Bachelor's/University degree or equivalent experience

花旗银行（中国）有限公司

2007年4月，花旗成为首批注册成为本地法人银行的外资银行之一。花旗银行（中国）有限公司（以下简称“花旗中国”）为美国花旗银行有限公司全资所有。目前，花旗中国在在华外资银行中处领先地位，分别在北京、上海、广州、深圳、天津、成都、杭州和大连拥有8家分行。

2009年7月16日，花旗中国获得了中国银行业监督管理委员会关于筹建重庆分行的批复。这将成为花旗中国的第九家分行。

新的重庆分行将根据花旗多样化的客户基础，针对跨国企业、本地领先企业、金融机构、中小企业和零售客户的金融需求，提供一系列广泛的产品和服务。花旗的个人消费金融业务在持续领导为国内市场引进新型创新产品的同时，还将重点关注并提供范围广泛的全面银行服务。重庆分行将设有花旗贵宾理财中心，提供花旗享誉全球的财富管理服务。更多信息请参见花旗中国官方网站：******************* 或 ***************

为了迎接新的挑战和机遇，花旗银行（中国）有限公司重庆分行诚聘优秀人才加盟。


About Citi China

Citi first established an office in China on May 15, 1902, in Shanghai. In April 2007, Citi was among the first international banks to locally incorporate in China. Citi’s locally incorporated entity is known as Citibank (China) Co., Ltd, which is wholly owned by Citibank N.A. Today Citi is a leading international bank in China with footprint in thirteen cities across China (Beijing, Changsha, Chengdu, Chongqing, Dalian, Guangzhou, Guiyang, Hangzhou, Nanjing, Shanghai, Shenzhen, Tianjin, Wuxi). Citi has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions, Citi is the most global of all international banks in China.