崗位職責(zé)是什么
交易咨詢崗位是企業(yè)運(yùn)營(yíng)中不可或缺的一部分，主要負(fù)責(zé)為客戶提供有關(guān)交易過(guò)程、市場(chǎng)動(dòng)態(tài)及策略的專業(yè)建議和服務(wù)。
崗位職責(zé)要求
1. 具備深厚的金融市場(chǎng)知識(shí)，對(duì)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(zhǔn)確地傳達(dá)復(fù)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(chǎng)趨勢(shì)和客戶需求。
4. 具備良好的風(fēng)險(xiǎn)意識(shí)，能識(shí)別并預(yù)警潛在交易風(fēng)險(xiǎn)。
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(dòng)態(tài)，及時(shí)更新知識(shí)庫(kù)，提升咨詢服務(wù)的質(zhì)量。
崗位職責(zé)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(gè)層面。他們需要深入理解客戶的投資目標(biāo)、風(fēng)險(xiǎn)承受能力，提供定制化的交易策略。此外，他們還負(fù)責(zé)監(jiān)控市場(chǎng)動(dòng)態(tài)，通過(guò)分析報(bào)告和實(shí)時(shí)數(shù)據(jù)，幫助客戶把握投資機(jī)會(huì)，規(guī)避風(fēng)險(xiǎn)。在日常工作中，交易咨詢師需要頻繁與客戶交流，解答疑問(wèn)，確保客戶對(duì)交易過(guò)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(gè)性化的交易建議。
2. 市場(chǎng)研究：跟蹤全球金融市場(chǎng)動(dòng)態(tài)，為客戶提供最新的市場(chǎng)研究報(bào)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(yīng)市場(chǎng)變化。
4. 風(fēng)險(xiǎn)評(píng)估與管理：識(shí)別交易風(fēng)險(xiǎn)，提供風(fēng)險(xiǎn)管理方案，保護(hù)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(wèn)題，提升客戶滿意度。
6. 培訓(xùn)與教育：提供交易知識(shí)培訓(xùn)，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(dòng)符合法規(guī)要求，維護(hù)企業(yè)聲譽(yù)。
交易咨詢崗位要求專業(yè)人士具備豐富的專業(yè)知識(shí)和敏銳的市場(chǎng)洞察力，以提供高質(zhì)量的咨詢服務(wù)，促進(jìn)企業(yè)的業(yè)務(wù)發(fā)展，同時(shí)也保障客戶的資產(chǎn)安全。在這個(gè)角色中，交易咨詢師不僅需要成為客戶的導(dǎo)師，還需要成為他們的伙伴，共同面對(duì)市場(chǎng)的挑戰(zhàn)與機(jī)遇。
交易咨詢崗位職責(zé)范文
第1篇 交易咨詢崗位職責(zé)
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(wèn)到總監(jiān)都在招聘,歡迎應(yīng)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(wèn)、高級(jí)顧問(wèn)崗位職責(zé)描述崗位要求
職位描述：
主要工作內(nèi)容和職責(zé)：
1、管理和執(zhí)行財(cái)務(wù)盡職調(diào)查項(xiàng)目的現(xiàn)場(chǎng)工作；
2、在并購(gòu)交易工作中，其他服務(wù)線團(tuán)隊(duì)合作；
3、實(shí)施財(cái)務(wù)盡職調(diào)查項(xiàng)目，客戶涉及多個(gè)行業(yè)的境內(nèi)和境外客戶；
4、使用財(cái)務(wù)模型進(jìn)行財(cái)務(wù)數(shù)據(jù)分析與預(yù)測(cè)；
5、滿足客戶要求，撰寫項(xiàng)目報(bào)告書；
要求：
1、本科以上學(xué)歷；
2、會(huì)計(jì)、財(cái)務(wù)管理、審計(jì)、金融等財(cái)經(jīng)類專業(yè)背景；
3、具有2年以上并購(gòu)交易顧問(wèn)、投資銀行或四大會(huì)計(jì)師事務(wù)所審計(jì)相關(guān)工作經(jīng)驗(yàn)；
4、具有團(tuán)隊(duì)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(yàn)者優(yōu)先；
7、愿意就項(xiàng)目需要短期出差
第3篇 交易咨詢顧問(wèn)崗位職責(zé)
交易咨詢tas顧問(wèn)、高級(jí)顧問(wèn) grant thornton 致同(北京)稅務(wù)師事務(wù)所有限責(zé)任公司上海分所,grant thornton,致同 主要工作內(nèi)容和職責(zé):
1、管理和執(zhí)行財(cái)務(wù)盡職調(diào)查項(xiàng)目的現(xiàn)場(chǎng)工作;
2、在并購(gòu)交易工作中,其他服務(wù)線團(tuán)隊(duì)合作;
3、實(shí)施財(cái)務(wù)盡職調(diào)查項(xiàng)目,客戶涉及多個(gè)行業(yè)的境內(nèi)和境外客戶;
4、使用財(cái)務(wù)模型進(jìn)行財(cái)務(wù)數(shù)據(jù)分析與預(yù)測(cè);
5、滿足客戶要求,撰寫項(xiàng)目報(bào)告書;
要求:
1、本科以上學(xué)歷;
2、會(huì)計(jì)、財(cái)務(wù)管理、審計(jì)、金融等財(cái)經(jīng)類專業(yè)背景;
3、具有2年以上并購(gòu)交易顧問(wèn)、投資銀行或四大會(huì)計(jì)師事務(wù)所審計(jì)相關(guān)工作經(jīng)驗(yàn);
4、具有團(tuán)隊(duì)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(yàn)者優(yōu)先;
7、愿意就項(xiàng)目需要短期出差
