금융계 경력자 영문 이력서 입니다. (미국뉴욕근무)
- 최초 등록일
- 2011.05.01
- 최종 저작일
- 2011.04
- 3페이지/
MS 워드
- 가격 1,500원
소개글
미국뉴욕의 HSBC에서 근무하고 있는 분의 이력서입니다.
목차
없음
본문내용
Client Relationship Management of the affluent international customers of HSBC PREMIER. Responsible for the targeted implementation of HSBC’s Global Premier Banking & Wealth Management offerings via execution of the Cannon® Financial Institute 13-Point Wealth Management structure. Private Client Relationship Management to the "Cosmocrat" – Affluent internationals who actively seek advice on their finances, with average incomes of over $100k USD and investable assets ranging from 100k to 5million USD.
Cultivate & manage new and existing relationships of individuals and their related businesses. Develop sales plan for each relationship to provide an array of services: Including Investments, credit/lending solutions & Personal/business banking products. Aggressively market and cross-sell all bank services: financial planning, merchant services, payroll processing, and employee benefit programs. Credit analysis and the submittal of loan requests to comply with guidelines for financial ratios and established lending criteria. Continually expand referral network through contact with various internal and external partners. Collaborative partnership with Investment Advisors, Business Equipment Leasing, and Business Banking.
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