Finance Specialist
4 days ago
工作职责
1. 协助客户融资业务申请、内部风险分析及审批、融资业务落地等展业支持;
Assist with financing limit and ratio applications, internal risk analysis and approvals, financing projects' implementation, etc. to support business
2. 协助进行Margin融资业务支持,包括员工培训、经营数据分析、潜在客户挖掘等展业支持;
Assist in providing support for margin financing business, including employee training, business data analysis, and potential client prospecting for business expansion
3. 协助整理总结Margin融资业务物料,包括客户画像、客户案例分享、营销话术、投资者教育材料等并通过公司内部、官网等渠道进行投放和分享;
Organize and summarize margin financing business-related materials, including client profiles, client case studies, marketing scripts, investor education materials. Distribute such materials through both internal platforms and external channels.
4. 协助公司在海外其他国家与地区开展融资业务的展业相关工作,包括需求调研、监管框架分析、商业计划制作、内部流程推动等;
Assist the company in expanding its financing business in overseas markets, including conducting market research, analyzing regulatory frameworks, preparing business plans, driving internal processes, etc.
5. 定期收集汇总前中后台问题并寻找业务数字化解决方案,包括数字化的需求设计、后期落实的测试以及宣导等工作;
Collect margin financing business-related issues and seek corresponding digital solutions, including digital solutions' design, testing, implementation and adoption.
6. 其他Margin融资业务相关工作。
Other ad hoc work.
任职资格
1. 诚信正直、低调谦逊、艰苦奋斗,具备良好的道德品质;
Has outstanding integrity, honesty, humility, perseverance as well as remarkable ethical behavior.
2. 1-3年金融行业工作经验,有香港Margin融资业务、股票质押等相关工作经验优先;
1-3 years of experience in finance industry. Experience in margin financing and stock pledging is an advantage.
3. 有扎实的金融市场知识,对香港Margin融资业务和其他融资类业务规则及风险有深刻的理解,对金融服务行业有热情;
Has a solid understanding of financial market, including knowledge and risks of margin financing and other financing-related business. Has a passion for financial services industry.
4. 工作认真负责,善于团队合作;适应能力、学习能力、抗压能力强,具有较强跨部门的沟通能力,熟练使用Office相关办公软件;
Has a strong sense of responsibility and good at team working. Fast-learner with good adaptability and stress tolerance. Has excellent cross-department communication skills. Proficient in using daily office software like Microsoft Office.
5. 了解证券市场动态,熟悉二级证券市场交易、交易型客户特性及交易策略优先;
Has a good understanding of securities market dynamics, as well as client's characteristics, trading strategies is an advantage.
6. 本科以上学历,有研究生学历,或金融、基础科学与工程等专业背景优先;
Bachelor degree or above. Master degree, or interdisciplinary background in Finance, Science & Engineering is an advantage
7. 可使用英语及普通话进行流利沟通优先。
Fluency in English and Mandarin is an advantage.
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