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公司名称: | 美国纽约梅隆银行有限公司北京分行 | 公司性质: | 外资企业 |
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公司规模: | 50人以下 | 公司行业: | 金融业 |
职位性质: | 实习 | 职位类别: | 其他人员 |
学历要求: | 本科,硕士 | 招聘人数: | 1 |
工作地点: | 北京市西城区 |
Duties:
• Support the maintenance and calling plans with existing and new relationships with clients
• Monitor service quality levels and act on any signs of client dissatisfaction relating to all products delivered.
• Development of market and competitive intelligence to ensure client retention strategies. Work with colleagues to counter any competitive threats or market practice changes impacting the business base.
• Help maintain and cultivate good working relationship with local advisors (law firms, IR firms, investment bankers, stock exchanges, regulators, printers, etc).
• Maintenance of client and advisor database; sharing of same information with APAC/New York counterparts.
• Assist where necessary with operational and transactional enquiries from local custodians.
• Conducting company, industry and country specific research and analysis in preparation for company meetings
• Conducting investor targeting for US, Europe and APAC markets
• Attending client presentations and providing wrap up that includes summary and suggested method of action.
• Assisting with KYC review and requirements fulfillment
• Managing logistics of ad-hoc special events
• Inputting data into proprietary systems and other administrative functions
Qualifications:
• Languages: English (fluent/advanced), Mandarin (fluent)
• Bachelor’s degree required, Master’s preferred
• Intermediate to Advanced MS Office skills, specifically Excel and PowerPoint
• Previous experience: Post graduate, Relationship Management/CRM, Sales, Investment Banking, Private Banking or Wealth Management with a major financial institution
• Articulate and able to communicate well in written and spoken English; Strong business writing skills
Person Specification:
• Needs to “hit the ground running”; self-starter, self-motivated and diligent
• Sees the “big picture”
• Does the right thing – manages risk and ensures compliance
• Team player, but must be self sufficient
• Detailed oriented
• Not afraid to ask questions
• Needs partial management oversight
• Multi-tasking skills are a must
联系电话: | 0218661166 | 公司传真: | |
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公司主页: | ww***com[点击查看] | 招聘邮箱: | nicole.xiang@ |
公司地址: |
▁ying•jie•sheng。com▁