PVB Advisor
上海锡科斯人力资源有限公司
- 公司规模:150-500人
- 公司性质:合资(欧美)
- 公司行业:银行
职位信息
- 发布日期:2012-08-20
- 工作地点:深圳
- 招聘人数:1
- 工作经验:八年以上
- 学历要求:本科
- 语言要求:英语良好
普通话良好 - 职位类别:投资银行业务 专业顾问
职位描述
Key Roles & Responsibilities:
1.Distribute and deliver various wealth management products including, FX and FX derivative structures, interest rate products, market linked yield enhancement products, and banca products
2.Synthesize market information and formulate client interaction tactics
3.Provide market analysis and summary
4.Participate in PvB SZ sales meeting and render professional support to deliver sales concerns and opinions
5.support RMs in achieving sales results, including joint client discussion and specialist meeting
6.Support internal and external sales events (e.g. seminar)
7.Monitor business progress and outlook in formulation of corresponding support strategies
8.Consistent and promptly product briefing, training and discussion forum to support sales and marketing activities
9.Prepare term sheets, product evaluation report, back testing, CBRC filing, pitch book and all internal documents for internal approval
10.Coordinate and Communicate among counterparties, trading desk, funding desk, legal & compliance, group wealth management, product team, operation team and sales team
11.Perfect sales process for wealth management product, credit policy and lending operation process, transactional banking product process
12.Initiate trading ideas, recommend products, demonstrate market rational, advise asset allocation
13.Comply with their respective Money Laundering Prevention Procedure and be alert to all times to unusual or possibly suspicious customer activity, and should report any suspicious activity to the respective Unit Money Laundering Prevention Officer and line manager as well as directly to the Country MLPO in urgent or exceptional circumstances.
Qualifications & Skills:
1.University degree preferably in Economics/Finance
2.Relevant banking experience, familiar with banking products, service and procedures
3.Strong interpersonal and communication skills, ability to deal with all levels of people, often in complex and difficult situations
4.Team player who shows strong initiative and assertiveness
5.Self-motivated, with pro-active service attitude and able to work under pressure
6.Good command of both written English and Chinese
公司介绍
*成立于1999年,是大中华地区代表性金融中高阶人才寻觅机构,专注为银行、保险、基金、证券...等金融业客户寻觅专业人才。
*总部设于上海陆家嘴金融中心,营业据点包含:多伦多、上海、北京、台北、深圳、广州、成都、大连…等城市。
*快速满足客户需求,提供专业、快速、精准、高性价比的服务
*协助客户完善人力资本,协助人才完善职涯规划
竞争优势
*专注金融行业中高级人才寻觅
*优良的品牌形象
*先进的招聘系统平台
*丰富的客户及人才资源
*坚强的顾问团队
*众多的营业据点
企业文化
*专注、专业、创新、团队合作
*勇于拼搏的创业家精神
*绿色企业:力行俭朴,节能环保,爱护地球
*善尽社会责任,经营有成,回馈社会
联系方式
- 公司地址:地址:span北京