北京招聘

职位描述：
KEY RESPONSIBLITIES
？ Working as daily main contact of the existing clients to provide advisory services related to trade finance & trade services, including but not limited to:

Pre-Deal (upon deal mandate and pricing agreed):
- Brief operational procedure, transaction application forms, system functions (TF online and E-draft) and supporting documents requirements to new clients (upon mandate) and to existing clients (for new products);
- Familiar with TF related KOPs/handling guides and provide professional suggestions/advices to the existing clients to smooth trade finance/services process;
- Familiar with trade related international rules (e.g. UCP600, URDG758) and local regulations and provide advisory to existing clients upon request.

In-Deal:
- Receipt of original transaction applications from the clients via emails or couriers and handover with Trade Services team via registration form and checklist;
- Address existing clients enquiries via email and/or phone call in relation to daily transactions from E2E process, i.e. guide clients to fill in application form and prepare supporting documents, process monitoring to meet timeline requirements, payment/collection until deal settlement and provide settlement advices via email;
- Provide timely feedbacks to sales manager if any questions from clients but not in TA service scope, e.g. pricing quotation, onsite services and standard document negotiation;
- Facilitate communication between sales manager, clients and Trade Services team to smooth the transaction processing, i.e. help clients to understanding TS document checking results to obtain rectification & explanation, and/or to approach sales manager for DD/KYC or seeking exceptional approval as per related approval matrix and guidelines;
- Provide onsite services for VIP clients related to BAD business and approved by the right authority.

Post-Deal:
- Facilitate sale managers to analyze and explore the existing clients new requirements and, to drive facility utilization and sales performance;
- Handle client’s enquiries via email and/or phone call regarding deal details, e.g. maturity date, accrued interests & fees and commissions etc.
- Monitor repayment schedule for finance transactions and remind client in advance for funding preparation.

Frequently used Trade Products including LC (Letter of Credit), Documentary Collection (DP & DA), BG (Bank Guarantee), Commercial Draft (BAD acceptance, BAD/CAD discounting, E-draft acceptance and discounting), Payable Finance and Account Receivable Finance and WCA structured deals.

？ Apart from daily transactions, TA also to facilitate RM and sales manager to on-board trade-master only clients and update KYC documents, to ensure trade transactional level authorization in place and follow up with trade signatory and company name updates.

？ Access TF online (trade system) to create tailor-made reports to clients on request basis;

？ Refer potential business opportunities from new/call-in clients to sales manager and cross-sell FX and deposits to potential existing clients;

？ Proactively drive flow business, e.g. BAD discounting and EBN business as well as bene-marketing driven by TFFI global sales team;

？ Work closely with Trade Services team and other stakeholders such as Legal/Compliance, product manager when necessary to resolve issues and agree on KOPs that arises from daily transactions;

？ Be familiar with the regulatory requirements and the related internal policy/KOP/Guide to ensure compliance. Has good sense of operational/reputational/compliance risks and when encountering may escalate timely for proper handling.

德意志银行在中国大陆的业务


德意志银行最早于1872年进入中国，在上海设立其***家海外办事处。2008年德意志银行在

中国注册法人银行 - 德意志银行(中国)有限公司(“德银中国”)。德银中国是德意志银行的全资

子公司，总部设在北京，并在北京、上海、广州、天津、重庆和青岛设有分行。德意志银行

还在北京和上海设有证券业务代表处。


德银中国现有业务部门包括企业及投资银行部、环球市场部以及财富管理部。