销售交易部 海外业务组负责人(Head of Overseas Clients Unit) 收藏该职位
工作性质: 全职 职位类别: 工作地点: 上海市 薪资范围: 面议 招聘人数: 1 发布时间: 2025-07-14

工作职责

1、牵头负责开拓和服务境外机构投资者(主权基金、养老金、对冲基金等);
2、为目标客户提供投研支持、交易执行等一站式服务;‌
3、协助境外客户完成KYC尽调、账户开立等流程,提供交易对盘、结算、持仓对账等运营支持,处理跨境产品的合规与风控事宜。
Head of Overseas Clients Unit, Sales & Trading Department, Aijian Securities
Responsibilities:
1、Lead the development and coverage of overseas institutional investors (sovereign wealth funds, pension funds, hedge funds, etc.).
2、Provide target clients with end-to-end services, including investment research support and trade execution.
3、Assist overseas clients with KYC due diligence and account opening procedures; provide operational support for trade matching, settlement, and position reconciliation; and handle compliance/risk control matters for cross-border products.

任职资格

1、国内外重点院校金融/经济/会计或相关学科的本科及以上学历;
2、3年以上券商行业以境外客户作为主要客群的销售、营销或业务开发经验;
3、精通英语,能够熟练使用英语进行商务沟通和交流;
4、有中国香港、新加坡及其他境外地区工作经验者优先。
Qualifications:
1、Bachelor’s degree or above in Finance, Economics, Accounting, or a related field from a leading domestic/international university.
2、Minimum 3 years of experience in sales, marketing, or business development within the securities industry, with a primary focus on overseas clients.
3、Proficiency in English with strong business communication skills.
4、Prior work experience in Hong Kong (China), Singapore, or other overseas regions is preferred.