职位&公司对比

招聘中

柜员

-K
  • 银行
  • 已上市
招聘中

证券柜员

-K
  • 互联网金融
  • 已上市

职位详情

  • 杭州
  • 1-3年
  • 本科
  • 银行
  • 柜员培训及管理
  • 外币兑换
  • 业务受理及复核

Wealth and Personal Banking (WPB) Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Privakanzhunte Banking, to become one of the world’s global wealth managers with USD1.4 trillion in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC’s wealth revenue来自BOSS直聘s grew 12% in 2019 (year-on-year) to USD5.7 billion. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs. We are currently seeking an experienckanzhuned professional to join our team. In this role, you will: To provide high quality service to customers To直聘 communicate effectively to meet various customer needs To assist in regulatory reports and returns To support cokanzhununter administrative work Qualifications - To be successful in the role, you should meet the following requirements: • Bachelor degree or above (recognized by the state) • One year or above working experience is preferred • Experience in customer facing function is preferred • Result-driven and able to work under pressure • Highly responsibility in working in charge • Strong interpersonal skills and effective presentation skills • Customer-centric service mindset • Good spoken and written English is a plus.

职位详情

  • 杭州
  • 不限
  • 硕士
  • 柜员
  • 证券从业资格证
  • 基金从业资格

岗位职责(包括但不限于): 1.秉承“以客户为中心”的服务理念,提升客户的服务体验; 2.依据制度规定及流程要求,负责柜台boss业务操作及相来自BOSS直聘关的营运工作,办理经授权的开户及其他相关业务,确保工作执行的准确性、合规性和完整性; 3.按公司要求对所有办理业务的客户进行投资者风险教育,解答客户疑问; 4.开展客户身份kanzhun识别、客户身份持续识别、客户税收居民身份信息尽职调查、大额和可疑交易报告等反洗钱相关工作,落实客户适当性管理相关工作; 5.完成上级领导安排的其他工作。 任职要求: 1.硕士研究生以上学kanzhun历且本科必须全日制学历; 2.形象气质佳,普通话标准,客户服务意识强,具有亲和力及良好的沟通能力,工作细致严谨踏实; 3.具有证券从来自BOSS直聘业资格、基金从业资格。

技能解析

    暂无识别出相关技能要求

    技能解析

    专有技能
    • 尽职调查
    • 上级领导
    • 沟通能力
    • 服务体验
    • 普通话标准
    • 解答客户疑问
    • 通话标准
    • 好的沟通
    • 客户服务

      数据来自CSL职业科学研究室

      工作时间

      上午08:30   -   下午05:30
      双休弹性工作

      工作时间

      上午8:30   -   下午5:00
      双休偶尔加班

      公司福利

      • 节日福利
      • 带薪年假
      • 加班补助
      • 企业年金
      • 年终奖
      • 定期体检
      • 补充医疗保险
      • 五险一金

      公司福利

      • 五险一金
      • 五险一金
      • 补充医疗保险
      • 定期体检
      • 加班补助
      • 年终奖
      • 带薪年假
      • 员工旅游
      • 餐补
      • 通讯补贴
      • 交通补助
      • 节日福利
      • 健身俱乐部
      更新于 2024-06-15