Investment Specialist Retail Banking
花旗
台灣, TW
30分钟前
source : jobs4it

The Product Sales Analyst 2 is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and / or evaluating processes and data.

Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information.

Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices.

Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices.

Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards.

Limited but direct impact on the business through the quality of the tasks / services provided. Impact of the job holder is restricted to own team.

Responsibilities : Provide daily market update and trading strategic plan for clients and individual sales staff.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.

Coaching and motivation on banking (FX, Insurance, etc) products through daily interactions.Provide branch colleagues updates on particular products by regular market update and technical analysis.

Work with Branch Managers to set plan to meet financial commitment.Assist bankers on meeting team goals.Strictly abide by the requirements of compliance & internal control on sales activities.

Maintain and manage good relationships with customers and to ensure customers have a consistent and superior banking experience.

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.

Qualifications : 0-2 years financial planning experience preferredExcellent communication and people skills. Knowledge of financial planning skills, insurance laws, insurance products and investment products.

Enthusiasm in achieving goals. Able to work under pressure to deliver the individual sales target. Positve and good coperate mind set.

Open mind and willing to embrace changes.Good knowledge of tax law and general financial and economic market.Education : Bachelor’s / University degree or equivalent experience-

Grade : All Job Level - All Job FunctionsAll Job Level - All Job Functions - TW-Time Type : Full time-Citi is an equal opportunity and affirmative action employer.

Minority / Female / Veteran / Individuals with Disabilities / Sexual Orientation / Gender Identity.Citigroup Inc. and its subsidiaries ("Citi ) invite all qualified interested applicants to apply for career opportunities.

If you are a person with a disability and need a reasonable accommodation to use our search tools and / or apply for a career opportunity CLICK HERE.

To view the "EEO is the Law" poster CLICK HERE. To view the EEO is the Law Supplement CLICK HERE.To view the EEO Policy Statement CLICK HERE.

To view the Pay Transparency Posting CLICK HERE.

申請
添加至收藏
從收藏夾中刪除
申請
郵箱地址
通過點擊“持續”,我允許neuvoo同意處理我的數據並向我發送電子郵件提醒,詳見neuvoo的 隱私政策 。我可以隨時撤回我的同意或退訂。
持續
申請表