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瑞银期货开户专员
1-2万
人 · 本科 · 3-4年工作经验 · 性别不限2024/02/25发布
专业培训弹性工作年终奖金五险一金补充医疗保险大牛带队英文环境

浦东新区

低价好房出租>>

上海市浦东新区花园石桥路33号3701

公司信息
瑞银期货有限责任公司

外资(欧美)/少于50人

该公司所有职位
职位描述
该职位需要期货从业资格证
1) Perform KYC (Know-Your-Client), KYC review and account opening to UBSF clients and non-clients;
2)Perform intra-day functions, including but not limited to client margin deposit/withdrawal, exchange margin maintenance and margin calls;
3)Provide client services to internal/external clients and maintain relationship with exchanges, custodian and futures margin depository banks;
4)Perform EOD functions, including but not limited to clearing, settlement, inter-system reconciliations, internal/external reporting, regulatory filing as a backup role in the team;
5) Contribute to continuous improvement of operation processes and services, ensure operations processes comply with regulatory requirements, guidelines and internal policies;
6) Support internal and regional projects, if any.
*Your team :
We are an operations team that delivers best-in-class processes and service delivery to our clients. We
aim to enable the business while being an independent control function.

As a member of our dynamic and high-performing team, we expect you to perform at best at all times.
Collaborative behavior within and across teams are expected.

Your performance evaluation will be based on your individual contribution and performance, as well as
demonstration of teamwork.
*Your experience and skills :
You have:

1)Bachelor's degree or above in a related discipline, and China Futures Association licensed;
2)At least 2 years institutional client KYC and account opening experience in a futures broker;
3)Good English communication & writing skills
4)Proficiency in Microsoft Office applications; good Excel Macro skill is a plus

You are:
1)Ability resolve and escalate relevant issues
2)Proactive with a positive attitude on client service and sense of risk control
3)A team player and willing to contribute to an enthusiastic and diverse operations team
4)Eager to continue to learn market and product knowledge as well as the firm's culture

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