企業金融顧問的崗位職責是什么?
問 我是一名事業(ye)(ye)(ye)單位工作(zuo)(zuo)人員,想到企業(ye)(ye)(ye)中(zhong)工作(zuo)(zuo),請問企業(ye)(ye)(ye)中(zhong)的企業(ye)(ye)(ye)金融顧問主要負責哪些(xie)工作(zuo)(zuo)?
答 1、把握企(qi)業(ye)(ye)(ye)金(jin)(jin)融(rong)(rong)(rong)(rong)(rong)業(ye)(ye)(ye)務(wu)(wu)(wu)發展(zhan)方向,市(shi)場動態,制定發展(zhan)規劃(hua); 2、引導(dao)事(shi)業(ye)(ye)(ye)部(bu)下轄團隊拓(tuo)展(zhan)企(qi)業(ye)(ye)(ye)金(jin)(jin)融(rong)(rong)(rong)(rong)(rong)業(ye)(ye)(ye)務(wu)(wu)(wu),完成全年企(qi)業(ye)(ye)(ye)金(jin)(jin)融(rong)(rong)(rong)(rong)(rong)業(ye)(ye)(ye)務(wu)(wu)(wu)目(mu)標(biao),提升企(qi)業(ye)(ye)(ye)金(jin)(jin)融(rong)(rong)(rong)(rong)(rong)業(ye)(ye)(ye)務(wu)(wu)(wu)占(zhan)比(bi); 3、開發公司客(ke)戶(hu)、企(qi)業(ye)(ye)(ye)客(ke)戶(hu),對公司客(ke)戶(hu)、企(qi)業(ye)(ye)(ye)客(ke)戶(hu)的業(ye)(ye)(ye)務(wu)(wu)(wu)需求進行(xing)挖(wa)掘、整理(li)、分析; 4、重(zhong)點為上市(shi)公司,行(xing)業(ye)(ye)(ye)龍頭(tou)企(qi)業(ye)(ye)(ye),新三板企(qi)業(ye)(ye)(ye),或(huo)行(xing)業(ye)(ye)(ye)內(nei)其他知名企(qi)業(ye)(ye)(ye)量(liang)身定做(zuo)理(li)財(cai),投(tou)融(rong)(rong)(rong)(rong)(rong)資(zi),投(tou)行(xing),資(zi)產(chan)配置等(deng)各類業(ye)(ye)(ye)務(wu)(wu)(wu); 5、負責所轄區域企(qi)業(ye)(ye)(ye)金(jin)(jin)融(rong)(rong)(rong)(rong)(rong)銷售的答疑、洽談(tan)、及陪(pei)訪; 6、負責梳理(li)和(he)規范涉(she)及事(shi)業(ye)(ye)(ye)部(bu)的企(qi)業(ye)(ye)(ye)金(jin)(jin)融(rong)(rong)(rong)(rong)(rong)業(ye)(ye)(ye)務(wu)(wu)(wu)審批流程(cheng),保證審批事(shi)項(xiang)處(chu)理(li)的效率和(he)質量(liang),跟蹤、協調(diao)、推進牽頭(tou)負責的請示事(shi)項(xiang)和(he)審批過(guo)程(cheng)。