Financial Planning Specialist in Beijing

Financial Planning Specialist
Citigroup Inc.
Beijing China

Job Details

Updated on 2018-06-18
Financial Planning Specialist-18002400

Description

 
  • To use a holistic financial planning approach to educate and help customers identify financial gaps in their current wealth or asset allocation and to introduce suitable products.
  • To work with sales manager and branch manager to coach, train and guide RM/PBs on the holistic financial planning and needs based selling skills.
  • To work with sales manager and branch manager to plan for sales activities.
  • To maintain and manage good relationships with customers and to ensure customers have a consistent and superior banking experience.
  • To strictly abide by the requirements of compliance & internal control on sales activities.

Qualifications

 
  • Candidate must possess an university degree from a recognized university.
  • Candidate should exhibit good communication skills, possess excellent service attitude and are highly self-driven and positive.
  • Candidate should possess sound knowledge of financial planning skills, insurance laws, insurance products and investment products.
  • Candidates with good knowledge of tax law and general financial and economic market would be advantageous.
  • Candidate with CFP/AFP would be highly advantageous.
  • At least 2 years of experience in wealth management in a bank or financial planning experience in an insurance company.
  

Primary Location

: APAC-CHN-Beijing-Beijing

Job Category

: Sales

Schedule

: Full-time

Education Level

: Bachelor's Degree

Shift

: Day Job

Employee Status

: Regular

Travel

: No

Office Location / Address: Beijing

Financial Planning Specialist
Citigroup Inc.
Beijing China