加拿大TD银行蒙城雇用见习个人理财司理,工作条件好,报酬丰厚,快来申请吧! ...

Play a key role in advising customers of high level financial solutions from a range of available investment and credit banking solutions;

By asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships;

Increase customer financial confidence by providing personalized financial advice, answering customer questions, and addressing their concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy;

Act as a point of contact for the frontline staff in handling customer problems;

Maintain professional space in common areas as per marketing and regulatory guidelines;

Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals;

Stay knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participate in process improvement opportunities to protect the interests of the organization;

Strive to achieve and improve service level agreements and productivity targets;

Ensure documents are prepared consistent with relevant regulations and in a way properly reflecting business intentions;

Participate fully as a team member, help build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and address communication issues efficiently.

高中以上学历，一年以上相干工作履历；

完成IFIC或CSC课程；

假如雇佣CFSA，则必须完成；

相干专业大专或本科学历优先；

相识先辈的投资和信贷流程，银行办理方案和概念，以便在快节奏的工作情况中为客户提供个性化的发起；

纯熟利用办公软件和互联网应用软件；

具有精良的沟通本领，可以或许以简便、公道的方式与客户交换想法和信息；

具有较强的构造、筹划和时间管理本领。