Citi Citigold Relationship Manager in Shanghai, China

  • Primary Location: China,Shanghai,Shanghai

  • Education: Bachelor's Degree

  • Job Function: Sales

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: No

  • Job ID: 18039423


岗位职责 (TO Regulator)

  • 执行销售和理财策略,以达到利润及服务质量指标

  • 通过主管,与商业银行、保险、资金和产品部门的同事合作,发现现有及潜在的客户需求

  • 通过提供最好的服务和推荐最理想的产品,满足客户的需求,建立和保持长期客户关系

  • 在团队中倡导高质量客户服务标准,提高整体客户满意度

  • 迅速有效的处理客户投诉和解决客户问题

  • 为客户提供财富管理咨询,通过花旗特色的财富规划和跟踪体系帮助客户理财、增值

  • 通过主管,与市场、产品、合规、运营等部门密切合作,及时反馈客户需求和市场信息

  • 确保市场活动符合品质、成本及合规要求,遵守监管部门及公司内部规章流程

  • 对欺诈案例保持警惕,并及时汇报

  • 确保完成个人业绩指标,包括:客户数、规模及收入增长、客户关系满意度、资金量


  • To outsource and develop affluent market prospects through different channels

  • To proactively sell and cross-sell consumer banking products and services to targeted customer to meet their financial needs

  • To achieve the pre-set sales and service goal under increasing customer demand and keen market competition

  • To establish, maintain and manage good relationship with customers and deliver highest level of service

  • To strictly abide by the requirements of compliance and internal control on sales activities


Key Requirements

  • High Integrity

  • Bachelor Degree with min. 5-6 years working experience. 3 years working experience in banking, sales and client service environment is preferred

  • In-depth knowledge of the enlisted products and services and the related branch operations and procedures, system and technology

  • Goal oriented and able to work under pressure

  • Good service attitude and strong sales-driven

Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.