Citi Financial Planning Specialist in Beijing, China
Primary Location: China,Beijing,Beijing
Education: Bachelor's Degree
Job Function: Sales
Shift: Day Job
Employee Status: Regular
Travel Time: No
Job ID: 16057044
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 insurance products.
To work with insurance 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 insurance sales manager and branch manager to plan for insurance 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.
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 AFP or CFP would be highly advantageous.
Work experience: at least 2 years of experience in wealth management in a bank or financial planning experience in an insurance company.