职位描述
此岗位仅限应届毕业生或工作经验在1年以下人士
Location: Shanghai
Responsibilities
1. Assisting in marketing activities (pitches / material / call report)
2. Arrange client meetings, prepare call reports & various client information analysis
- Responsible of Know Your Customer diligence
- Prepare internal credit application (risk / business analysis of client)
- Assisting in providing operational support in the loan disbursement process such as gathering supporting documents, necessary approvals
- Interacting with middle, back office and product lines for daily operations (foreign exchange, trade finance, transaction banking)
- Record and analyze the data to the system, like KIWIS, CLIENTLIVE, PHIDIAS and ANADEFI etc.
3. Support bankers to write and arrange documents like FO request, meeting memos, PPT and other daily work depends on specific needs
4. Record and analyze the data into the Bank’s systems
5. Coordinate with other departments of some temporary work like roadshow and other works depends on specific needs
6. Comply with all applicable legal, regulatory and internal compliance requirements and take reasonable steps and actions to contribute to the fraud prevention and AML control
7. Maintain appropriate knowledge to ensure to be fully qualified to undertake the role. Complete all mandatory trainings as required to attain and maintain competence
Qualifications
1. Bachelor degree or above, with major as Finance/accountant related, Fresh graduate or within 1 year working experience
2. Ability to communicate clearly and easily (verbal and written in English)
3. Strong financial statements analysis skill