丰盛理财中心经理 at DBS Bank

Shanghai, Shanghai, China -

Full Time

Start Date

Immediate

Expiry Date

06 Sep, 26

Salary

0.0

Posted On

08 Jun, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Team Leadership, Relationship Management, Sales Management, Compliance Monitoring, Customer Experience Management, Channel Management, Talent Development, Financial Product Knowledge, Business Development, Risk Management

Industry

Banking

Description

• 丰盛理财中心经理负责协助支行行长领导和管理分支机构客户经理团队，通过开发新客户和销售个人银行产品（存款和理财产品）及新客户来源渠道管理，达成所分配的业务目标。 • 审计和合规监控 1. 协助支行行长通过领导、教育、现有监控和有效的补救措施，提高销售过程的控制和合规质量。 2. 确保完全符合内部政策、标准、准则和规程及由当地监管机构做出的规范和法规，尤其是适用于开立新账户、贷款申请、批准和归档过程的规范和法规。 • 销售和客户体验管理 1. 协助支行行长领导和推动以个人和团队为基础的销售业绩，以达成所分配的各种个人银行产品的业务量目标。 2. 通过为现有的和新的客户提供优质的客户服务，管理和促进支行组合产品业绩的增长。 3. 确保销售规划和活动得以适当地执行，以优化销售能力和效率。 4. 对客户的特别要求做出快速的回应。 5. 向支行行长反映客户反馈和市场竞争情况，并提出有关销售战略、策略性促销活动等方面的建议。 • 对新客户来源的渠道管理 1. 建立和扩展业务渠道和网络，以探索新的业务机遇。 2. 加深与合作渠道的工作关系。 • 人才管理和开发 1. 在产品/市场和销售技能方面培训发展和指导客户经理团队，以提高他们在与客户交流期间的专业能力。 2. 督导分支机构客户经理团队的日常工作表现并维持员工纪律。 3. 与员工保持明确和即时的沟通，提供激励和支持，以鼓励他们达成指标。 4. 建立团队成员中的信任和士气，公平地处理员工问题。 • 丰盛理财中心经理将领导客户经理团队，直接向支行行长汇报，对个人和团队销售相关的目标负责。 Job Requirements: • 拥有专业学位，商务或财务相关专业优先考虑。 • 至少5年相关工作经验。 • 具有管理领导下属的经验。 • 普通话必须流利。 • 必须符合当地有关在中国销售监管产品的规定。 • 产品知识 1. 展现出对银行产品和服务的充分理解。对财务知识具有良好的理解。 • 市场和行业知识 1. 了解金融行业的市场趋势和竞争活动。 • 人脉 1. 在组织内部和外部建立和维持人脉来促进业务增长。 • 关注增长 1. 不断地寻找新的业务机会并以增长为导向，并将其融入到各种业务活动之中。 Location: PRC- SH DBS Bank Tower Sub Br Job: Relationship Management Schedule: Regular Employee Status: Full time DBS is more than a bank — we're shaping the future of finance and communities. With innovation at our core and impact in our DNA, we go beyond banking to build careers, relationships, and a better world. DBS is a leading financial services group in Asia with a presence in 19 markets. Headquartered and listed in Singapore, DBS is in the three key Asian axes of growth: Greater China, Southeast Asia and South Asia. Recognised for its global leadership, DBS has been named “World’s Best Bank” by Global Finance, “World’s Best Bank” by Euromoney and “Global Bank of the Year” by The Banker. The bank is at the forefront of leveraging digital technology to shape the future of banking, having been named “World’s Best Digital Bank” by Euromoney and the world’s “Most Innovative in Digital Banking” by The Banker. In addition, DBS has been accorded the “Safest Bank in Asia” award by Global Finance for 15 consecutive years from 2009 to 2023. DBS provides a full range of services in consumer, SME and corporate banking. As a bank born and bred in Asia, DBS understands the intricacies of doing business in the region’s most dynamic markets and is committed to building lasting relationships with customers. With its extensive network of operations in Asia and emphasis on engaging and empowering its staff, DBS presents exciting career opportunities.

Responsibilities

Lead and manage a team of relationship managers to achieve business targets through the sale of personal banking and wealth management products. Oversee audit compliance, customer experience, and the development of new business channels.