- 目录
岗位职责是什么
交易咨询岗位是企业运营中不可或缺的一部分，主要负责为客户提供有关交易过程、市场动态及策略的专业建议和服务。
岗位职责要求
1. 具备深厚的金融市场知识，对各类交易产品有深入理解。
2. 拥有优秀的沟通技巧，能清晰、准确地传达复杂金融概念。
3. 熟练掌握数据分析工具，能快速分析市场趋势和客户需求。
4. 具备良好的风险意识，能识别并预警潜在交易风险。
5. 保持专业素养，遵守行业规范和法律法规。
6. 持续关注行业动态，及时更新知识库，提升咨询服务的质量。
岗位职责描述
交易咨询师作为企业与客户之间的桥梁，他们的工作涉及多个层面。他们需要深入理解客户的投资目标、风险承受能力，提供定制化的交易策略。此外，他们还负责监控市场动态，通过分析报告和实时数据，帮助客户把握投资机会，规避风险。在日常工作中，交易咨询师需要频繁与客户交流，解答疑问，确保客户对交易过程有充分的理解和信心。
有哪些内容
1. 客户需求分析：深入了解客户的投资需求，提供个性化的交易建议。
2. 市场研究：跟踪全球金融市场动态，为客户提供最新的市场研究报告。
3. 交易策略制定：协助客户制定并调整交易策略，以适应市场变化。
4. 风险评估与管理：识别交易风险，提供风险管理方案，保护客户利益。
5. 客户服务：定期与客户沟通，解答交易相关问题，提升客户满意度。
6. 培训与教育：提供交易知识培训，帮助客户提升投资技能。
7. 合规性审查：确保所有的交易咨询活动符合法规要求，维护企业声誉。
交易咨询岗位要求专业人士具备丰富的专业知识和敏锐的市场洞察力，以提供高质量的咨询服务，促进企业的业务发展，同时也保障客户的资产安全。在这个角色中，交易咨询师不仅需要成为客户的导师，还需要成为他们的伙伴，共同面对市场的挑战与机遇。
交易咨询岗位职责范文
第1篇 交易咨询顾问岗位职责
交易咨询tas顾问、高级顾问 grant thornton 致同(北京)税务师事务所有限责任公司上海分所,grant thornton,致同 主要工作内容和职责:
1、管理和执行财务尽职调查项目的现场工作;
2、在并购交易工作中,其他服务线团队合作;
3、实施财务尽职调查项目,客户涉及多个行业的境内和境外客户;
4、使用财务模型进行财务数据分析与预测;
5、满足客户要求,撰写项目报告书;
要求:
1、本科以上学历;
2、会计、财务管理、审计、金融等财经类专业背景;
3、具有2年以上并购交易顾问、投资银行或四大会计师事务所审计相关工作经验;
4、具有团队合作精神;
5、具有良好的沟通协调能力和写作能力;
6、拥有跨境交易经验者优先;
7、愿意就项目需要短期出差
第2篇 交易咨询岗位职责
restructuring交易破产重组咨询 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 倾向base北京、上海、广州、深圳。顾问到总监都在招聘,欢迎应聘垂询~薪资20w-100w比较好谈。 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
