·Monitor and analyze FX trends based on technical and fundamental analysis (relying on Citigroup and market research commentaries).
基於技術和基礎的外匯趨勢監測與分析(依據花旗集團及市場研究報告)
·Clearly communicate the strategies and views (including written commentaries) on FX trends to RMs/PBs and customers on a non-discretionary basis.
當然,與非全權委托的客戶間 對於外匯趨勢的有效性和平均市凈率 的戰略和意見(包括書面意見) 有良好溝通(是非常必要的)。
·Have direct contact with customers, and work in seamless partnership with RM/PB to promote and cross-sell FX and treasury products, by understanding customer’s investment needs &product suitability and recommending appropriate portfolio allocation strategies to meet the needs.
與客戶直接溝通,並且與RM/PB親密無間的合作以推廣及交叉銷售外匯和國庫券。通過了解客戶的投資需求和產品適用性,並提供合適的投資組合分配策略,以滿足其需要。
·Demonstrate balanced approach in explaining product features and benefits and ensuring that customer understands the risks involved.
通過向客戶講解產品的特性和效益,及其涉及的風險,使客戶心裏有數。
·Share the PA goals of the branch and work closely with RM/PBs to achieve the PA monthly goals
通過分享合作夥伴各分支的目標及與RM/PBs密切合作,以達到合作者的每月目標。
·Track and monitor PA maturities/rollovers and work on rollover strategies with the branches
跟進和監控PA到期日/後續期,與各分支通過過渡策略繼續合作
·Participate in customers seminars/events to educate customers and build awareness
通過參加客戶研討會/活動以培養客戶和建立認知。
REQUIREMENTS (EDUCATION/EXPERIENCE/SKILLS)
要求(學歷/經驗/技能)
·Graduate with at least 2 years of working experience in a FX related job function
研究生畢業至少兩年與外匯相關的工作經驗
·In depth knowledge of FX, financial market and economic trend
熟悉外匯知識,金融市場和經濟趨勢
·Customer orientated 顧客至上
·Strong team work and communication skills
良好的團隊協作能力及溝通能力
·An independent worker who is goal oriented
能夠獨立完成工作指標
·Proficient in language, both spoken and written Mandarin and English
良好的口語和書面表達能力(普通話及英語)
搞了半天是份招聘材料,還是夠專業的了。lz看看。