- 目錄
崗位職責是什么
交易咨詢崗位是企業(yè)運營中不可或缺的一部分，主要負責為客戶提供有關(guān)交易過程、市場動態(tài)及策略的專業(yè)建議和服務(wù)。
崗位職責要求
1. 具備深厚的金融市場知識，對各類交易產(chǎn)品有深入理解。
2. 擁有優(yōu)秀的溝通技巧，能清晰、準確地傳達復雜金融概念。
3. 熟練掌握數(shù)據(jù)分析工具，能快速分析市場趨勢和客戶需求。
4. 具備良好的風險意識，能識別并預警潛在交易風險。
5. 保持專業(yè)素養(yǎng)，遵守行業(yè)規(guī)范和法律法規(guī)。
6. 持續(xù)關(guān)注行業(yè)動態(tài)，及時更新知識庫，提升咨詢服務(wù)的質(zhì)量。
崗位職責描述
交易咨詢師作為企業(yè)與客戶之間的橋梁，他們的工作涉及多個層面。他們需要深入理解客戶的投資目標、風險承受能力，提供定制化的交易策略。此外，他們還負責監(jiān)控市場動態(tài)，通過分析報告和實時數(shù)據(jù)，幫助客戶把握投資機會，規(guī)避風險。在日常工作中，交易咨詢師需要頻繁與客戶交流，解答疑問，確?？蛻魧灰走^程有充分的理解和信心。
有哪些內(nèi)容
1. 客戶需求分析：深入了解客戶的投資需求，提供個性化的交易建議。
2. 市場研究：跟蹤全球金融市場動態(tài)，為客戶提供最新的市場研究報告。
3. 交易策略制定：協(xié)助客戶制定并調(diào)整交易策略，以適應市場變化。
4. 風險評估與管理：識別交易風險，提供風險管理方案，保護客戶利益。
5. 客戶服務(wù)：定期與客戶溝通，解答交易相關(guān)問題，提升客戶滿意度。
6. 培訓與教育：提供交易知識培訓，幫助客戶提升投資技能。
7. 合規(guī)性審查：確保所有的交易咨詢活動符合法規(guī)要求，維護企業(yè)聲譽。
交易咨詢崗位要求專業(yè)人士具備豐富的專業(yè)知識和敏銳的市場洞察力，以提供高質(zhì)量的咨詢服務(wù)，促進企業(yè)的業(yè)務(wù)發(fā)展，同時也保障客戶的資產(chǎn)安全。在這個角色中，交易咨詢師不僅需要成為客戶的導師，還需要成為他們的伙伴，共同面對市場的挑戰(zhàn)與機遇。
交易咨詢崗位職責范文
第1篇 交易咨詢崗位職責
restructuring交易破產(chǎn)重組咨詢 responsibilities
1) conduct communications with clients, implement review and analysis process and draft reports, ensure deliverables and services compliant with companys policies and quality/performance standards
2) assist teams practice in business development work, such as proposal preparation and part of the team for bidding of global / regional opportunities
3) support other lines of services as appropriate and necessary
e_perience and qualifications
1) degree holder in finance, risk management, accounting or any other business related discipline
2) for analyst, 1-2 years working or advisory e_periences; for assistant manager, at least 2-3 years e_perience in professional services advisory or banking related industry. e_periences in area of audit, risk management, internal control in relation to the banking sector is preferred
3) good understanding on npl transaction, corporate recovery or restructuring e_perience is a plus
4) have in depth knowledge and understanding of the current key economic and financial issues and business risks in china
5) strong analytical and problem solving skills with high commitment to quality client service
6) good communication and presentation skills, good team player and willingness to work under pressure
7) a self-motivated team player with strong communication and analytical skills
8) mature, proactive and committed
9) e_cellent command of spoken and written english and chinese, fluency in putonghua is mandatory
10) proficient in ppt and e_cel applications and chinese word processing
11) willing to travel 傾向base北京、上海、廣州、深圳。顧問到總監(jiān)都在招聘,歡迎應聘垂詢~薪資20w-100w比較好談。 responsibilities
1) conduct communications with clients, implement review and analysis process and draft reports, ensure deliverables and services compliant with companys policies and quality/performance standards
2) assist teams practice in business development work, such as proposal preparation and part of the team for bidding of global / regional opportunities
3) support other lines of services as appropriate and necessary
e_perience and qualifications
1) degree holder in finance, risk management, accounting or any other business related discipline
2) for analyst, 1-2 years working or advisory e_periences; for assistant manager, at least 2-3 years e_perience in professional services advisory or banking related industry. e_periences in area of audit, risk management, internal control in relation to the banking sector is preferred
3) good understanding on npl transaction, corporate recovery or restructuring e_perience is a plus
4) have in depth knowledge and understanding of the current key economic and financial issues and business risks in china
5) strong analytical and problem solving skills with high commitment to quality client service
6) good communication and presentation skills, good team player and willingness to work under pressure
7) a self-motivated team player with strong communication and analytical skills
8) mature, proactive and committed
9) e_cellent command of spoken and written english and chinese, fluency in putonghua is mandatory
10) proficient in ppt and e_cel applications and chinese word processing
11) willing to travel
第2篇 交易咨詢tas顧問、高級顧問崗位職責描述崗位要求
職位描述：
主要工作內(nèi)容和職責：
1、管理和執(zhí)行財務(wù)盡職調(diào)查項目的現(xiàn)場工作；
2、在并購交易工作中，其他服務(wù)線團隊合作；
3、實施財務(wù)盡職調(diào)查項目，客戶涉及多個行業(yè)的境內(nèi)和境外客戶；
4、使用財務(wù)模型進行財務(wù)數(shù)據(jù)分析與預測；
5、滿足客戶要求，撰寫項目報告書；
要求：
1、本科以上學歷；
2、會計、財務(wù)管理、審計、金融等財經(jīng)類專業(yè)背景；
3、具有2年以上并購交易顧問、投資銀行或四大會計師事務(wù)所審計相關(guān)工作經(jīng)驗；
4、具有團隊合作精神；
5、具有良好的溝通協(xié)調(diào)能力和寫作能力；
6、擁有跨境交易經(jīng)驗者優(yōu)先；
7、愿意就項目需要短期出差
第3篇 交易咨詢顧問崗位職責
交易咨詢tas顧問、高級顧問 grant thornton 致同(北京)稅務(wù)師事務(wù)所有限責任公司上海分所,grant thornton,致同 主要工作內(nèi)容和職責:
1、管理和執(zhí)行財務(wù)盡職調(diào)查項目的現(xiàn)場工作;
2、在并購交易工作中,其他服務(wù)線團隊合作;
3、實施財務(wù)盡職調(diào)查項目,客戶涉及多個行業(yè)的境內(nèi)和境外客戶;
4、使用財務(wù)模型進行財務(wù)數(shù)據(jù)分析與預測;
5、滿足客戶要求,撰寫項目報告書;
要求:
1、本科以上學歷;
2、會計、財務(wù)管理、審計、金融等財經(jīng)類專業(yè)背景;
3、具有2年以上并購交易顧問、投資銀行或四大會計師事務(wù)所審計相關(guān)工作經(jīng)驗;
4、具有團隊合作精神;
5、具有良好的溝通協(xié)調(diào)能力和寫作能力;
6、擁有跨境交易經(jīng)驗者優(yōu)先;
7、愿意就項目需要短期出差
