Business Development Manager
华侨银行(中国)有限公司
- 公司规模:500-1000人
- 公司性质:外资(非欧美)
- 公司行业:银行
职位信息
- 发布日期:2013-04-26
- 工作地点:上海-浦东新区
- 招聘人数:若干
- 职位类别:其他
职位描述
Key responsibilities(主要职责)
Strategy and Planning
? Support Head of Private Banking in preparing market research, strategic paper, collaboration presentations, etc.
? Keep up-to-date knowledge on market trend, keep abreast of different investment products and services, and give input for new product development based on valuable awareness of client’s investment needs
Risk and compliance
? Observing policies and regulations at all times, include code of conduct, suitability, compliance matrix, cross border restrictions, marketing guideline and relevant ordinances of China, HK and Singapore.
? Observing internal guidelines and understanding the risk profile of the clients. Acting as a gatekeeper and ensuring new regulatory/ internal policies are implemented and rolled up properly.
? Responsible for data confirmation relating to regulatory reporting, as well as internal reports by risks, compliance, GT, BOS and so on.
Business Development
? Work and partner with OCBC and BOS’s Investment advisors, Product Group, and other counterparts to develop and maintain a group of dedicated clients.
? Assist and involve in developing new business and capitalize business opportunities
? Build market share and explore customer needs especially to serve the corporate needs and cross boarder corporate facility needs of PB customers.
? Involve in developing new products and related procedures/policies
? Deal with external law firm/insurance/valuer/property development companies and act as coordinator for external channel build up and responsible for RI agreement to facilitate business development.
? Coordinate with OCBC & BOS’s functional counterparts.
? Provide professional opinions to BOS RM regarding onshore policies/compliance and internal procedures.
? Work with offshore RM/risk/legal to help review facility documents and provide professional opinions.
? Create networking synergies with OCBC and BOS businesses.
? Act as coordinator for referral/revenue tracking between PB/BOS, PB/BB, PB/CFS.
? Assist Head of Private Banking in the areas of finance related matters such as 2013OP, COH, financial projection
? Project management as assigned by Head of Private Banking.
? Administrative responsibilities including training, data base set up, business contingency plan, stationery/car maintenance, IT service support and so on.
岗位要求 : (知识和技能,学历,经验,个性等)
? Minimum Bachelor's degree of Finance, Accounting, Economic;
? Minimum 6 years related working experience in foreign bank front/middle office role;
? Good knowledge of China's account opening, AML / KYC and regulations including that of CBRC / PBOC / SAFE.
? Good command of both written and spoken English and Chinese;
? Good time management and comfortable with the usual data management software;
? Interpersonal and communication skills, self-motivated and assertive
? Comply with the standard and policies of information security.
Strategy and Planning
? Support Head of Private Banking in preparing market research, strategic paper, collaboration presentations, etc.
? Keep up-to-date knowledge on market trend, keep abreast of different investment products and services, and give input for new product development based on valuable awareness of client’s investment needs
Risk and compliance
? Observing policies and regulations at all times, include code of conduct, suitability, compliance matrix, cross border restrictions, marketing guideline and relevant ordinances of China, HK and Singapore.
? Observing internal guidelines and understanding the risk profile of the clients. Acting as a gatekeeper and ensuring new regulatory/ internal policies are implemented and rolled up properly.
? Responsible for data confirmation relating to regulatory reporting, as well as internal reports by risks, compliance, GT, BOS and so on.
Business Development
? Work and partner with OCBC and BOS’s Investment advisors, Product Group, and other counterparts to develop and maintain a group of dedicated clients.
? Assist and involve in developing new business and capitalize business opportunities
? Build market share and explore customer needs especially to serve the corporate needs and cross boarder corporate facility needs of PB customers.
? Involve in developing new products and related procedures/policies
? Deal with external law firm/insurance/valuer/property development companies and act as coordinator for external channel build up and responsible for RI agreement to facilitate business development.
? Coordinate with OCBC & BOS’s functional counterparts.
? Provide professional opinions to BOS RM regarding onshore policies/compliance and internal procedures.
? Work with offshore RM/risk/legal to help review facility documents and provide professional opinions.
? Create networking synergies with OCBC and BOS businesses.
? Act as coordinator for referral/revenue tracking between PB/BOS, PB/BB, PB/CFS.
? Assist Head of Private Banking in the areas of finance related matters such as 2013OP, COH, financial projection
? Project management as assigned by Head of Private Banking.
? Administrative responsibilities including training, data base set up, business contingency plan, stationery/car maintenance, IT service support and so on.
岗位要求 : (知识和技能,学历,经验,个性等)
? Minimum Bachelor's degree of Finance, Accounting, Economic;
? Minimum 6 years related working experience in foreign bank front/middle office role;
? Good knowledge of China's account opening, AML / KYC and regulations including that of CBRC / PBOC / SAFE.
? Good command of both written and spoken English and Chinese;
? Good time management and comfortable with the usual data management software;
? Interpersonal and communication skills, self-motivated and assertive
? Comply with the standard and policies of information security.
公司介绍
华侨银行中国简介
华侨银行(中国)有限公司(“华侨银行中国”)于2007年8月1日正式成立。总部设在上海的华侨银行中国是新加坡华侨银行(“华侨银行”)的全资子公司。
自1925年在厦门设立第一家分行起,华侨银行一直保持在中国的持续经营。在这87年内,华侨银行不仅没有间断过在中国的业务和服务, 我们也是1949年后在中国大陆连续经营的四家外资银行之一。
华侨银行中国的注册资本为人民币35亿元(约合新币6亿9800万元)。目前华侨银行中国聘有超过750名员工,除了上海总部,华侨银行中国在上海、北京、厦门、天津、成都、重庆、青岛和广州都设有分支机构。
至目前为止,我们位于上海及成都的分支行都已获得银监会批准经营全面人民币业务的许可。随着我们人民币业务的展开,我们已经开始逐步推出针对个人客户的人民币产品和服务,包括人民币外币活期存款、定期存款、人民币一天及七天通知存款、人民币以及外币的结构性理财产品、房贷、保险、外汇买卖及汇款、及留学、工作签证资金证明等产品与服务。
更多的信息请登陆华侨银行中国的官方网站:www.ocbc.com.cn
华侨银行(中国)有限公司(“华侨银行中国”)于2007年8月1日正式成立。总部设在上海的华侨银行中国是新加坡华侨银行(“华侨银行”)的全资子公司。
自1925年在厦门设立第一家分行起,华侨银行一直保持在中国的持续经营。在这87年内,华侨银行不仅没有间断过在中国的业务和服务, 我们也是1949年后在中国大陆连续经营的四家外资银行之一。
华侨银行中国的注册资本为人民币35亿元(约合新币6亿9800万元)。目前华侨银行中国聘有超过750名员工,除了上海总部,华侨银行中国在上海、北京、厦门、天津、成都、重庆、青岛和广州都设有分支机构。
至目前为止,我们位于上海及成都的分支行都已获得银监会批准经营全面人民币业务的许可。随着我们人民币业务的展开,我们已经开始逐步推出针对个人客户的人民币产品和服务,包括人民币外币活期存款、定期存款、人民币一天及七天通知存款、人民币以及外币的结构性理财产品、房贷、保险、外汇买卖及汇款、及留学、工作签证资金证明等产品与服务。
更多的信息请登陆华侨银行中国的官方网站:www.ocbc.com.cn
联系方式
- 公司地址:东方路710号汤臣金融大厦
- 邮政编码:200122