銀行總監(jiān)崗位職責(zé)(精選3篇)
銀行總監(jiān)崗位職責(zé) 篇1
崗位職責(zé):
1. 根據(jù)公司的戰(zhàn)略和銷售計(jì)劃,形成相應(yīng)的銷售策略,并確保有效的執(zhí)行;
2. 負(fù)責(zé)銷售公司制定的'財富管理產(chǎn)品,開發(fā)拓展有相關(guān)需求的客戶;
3. 負(fù)責(zé)向高凈值客戶提供專業(yè)理財規(guī)劃與投資建議,完成個人銷售業(yè)務(wù)指標(biāo);
4. 維護(hù)已有高凈值客戶,做好服務(wù)跟蹤,不斷提高客戶滿意度;
5. 明確工作進(jìn)度及個人目標(biāo),完成工作報告及相關(guān)的業(yè)務(wù)匯報工作;
6. 對公司管理產(chǎn)品及產(chǎn)品存續(xù)周期進(jìn)行分析,對產(chǎn)品及客戶反饋給予決策性意見。
職位要求:
1. 本科或以上學(xué)歷,營銷、金融等專業(yè)優(yōu)先考慮;
2. 三年以上金融從業(yè)經(jīng)驗(yàn), 現(xiàn)任銀行、證券及信托等金融類機(jī)構(gòu)私人財富總監(jiān)優(yōu)先考慮;
3. 有銀行、保險、信托及第三方理財產(chǎn)品營銷經(jīng)驗(yàn),以及高凈值客戶資源;
4. 具備敏銳快捷的市場反應(yīng)能力及較強(qiáng)的風(fēng)險控制意識,對基金產(chǎn)品有較深理解,熟悉行業(yè)管理的法律、法規(guī)和其他相關(guān)政策
銀行總監(jiān)崗位職責(zé) 篇2
we are looking for someone who will:
oversee the team to support business applications, infrastructure, service management, and it operations
ensure production stability and availability for key operational business processes
handle incident and problem management and escalation
manage key relationship with business stakeholders, it counterparts as well as 3rd party support vendors in china and apac region, and work to forge trusted relationships with these teams
conduct deep-dive postmortems and prioritize remediation activities with delivery teams
initiate and drive process improvements, automation opportunity and service excellence
manage on-site support team, and act as mentor and coach for junior members of the team
communicate complex technical issues, properly set expectations and adequately follow-up with all stakeholders. track work progress and report any key issues to senior management and stakeholders
display strong analytical, problem-solving skills
銀行總監(jiān)崗位職責(zé) 篇3
職責(zé)描述:
1、主持投資銀行部經(jīng)營與管理各項(xiàng)工作,完成年度業(yè)績和管理指標(biāo);
2、帶領(lǐng)團(tuán)隊(duì)開發(fā)符合公司要求的股權(quán)投資、新三板、產(chǎn)業(yè)基金、并購基金、qdie等相關(guān)項(xiàng)目;負(fù)責(zé)投資項(xiàng)目的組織、管理、執(zhí)行及對外合作;
3、帶領(lǐng)團(tuán)隊(duì)開拓、積累資金方渠道,組織開展募資工作;
4、與上市公司、金融同業(yè)機(jī)構(gòu)等建立持續(xù)、深度合作關(guān)系。
任職要求:
1、知名院校碩士及以上學(xué)歷,金融、經(jīng)濟(jì)、會計(jì)、法律等相關(guān)專業(yè);
2、具有8年以上券商、券商直投公司、知名pe機(jī)構(gòu)等金融機(jī)構(gòu)的股權(quán)投資工作經(jīng)驗(yàn);具有3年以上團(tuán)隊(duì)管理經(jīng)驗(yàn);具有充分的項(xiàng)目執(zhí)行經(jīng)驗(yàn)和成功案例;
3、熟悉國內(nèi)外股權(quán)投資環(huán)境,精通股權(quán)投資業(yè)務(wù)的各環(huán)節(jié);
4、具備廣泛的行業(yè)渠道及人脈關(guān)系,對直接投資、資本運(yùn)作擁有豐富的社會資源;
5、具備良好的領(lǐng)導(dǎo)能力、團(tuán)隊(duì)合作能力和優(yōu)秀的職業(yè)操守。