金融险核保

该职位来源于猎聘 SUMMARY: The purpose of this role is to work with the Financial Lines Team supervised by the Line Manager in order to develop the portfolio.

与金融险团队合作，配合主管推动业务发展 KEY TASKS & ACCOUNTABILITIES 主要任务及职责

• Risk Assessment, industrial and financial analysis, pricing and setting terms 风险分析、行业分析、财务分析、厘定条款和费率
• Portfolio management (active portfolio management, maintenance and optimization, market analysis)

客户管理、维护，资源优化，市场分析

• Support the annual business plan, budgets and forecasts in his/her product/portfolio responsibility. 协助完成年度业务计划、指标和预算
• Relationship maintenance with brokers and market counterparties

客户、中介关系维护

• Assist LoB Head on Compliance management 协助部门负责人进行内部合规管理
• Assist LoB Head on Product management 协助部门负责人进行产品管理
• Assist LoB Head on FL Operations management 协助部门负责人进行运营管理 QUALIFICATIONS/EXPERIENCE
• University graduate with minimum 6 years working experience or Postgraduate with 4 years working experience 本科六年以上工作经历，或研究生学历四年以上工作经历。
• Specific economics, finance, accounting, insurance or law studies will be valued

经济类、金融、财会或保险、法律专业优先。

• Working experience in FL wll be preferred 有金融险核保经验优先 KNOWLEDGE:
• Specific underwriting knowledge:
• understanding of policy wordings
• understanding of the China market
• Knowledge of Financial and Investment Market as well as its regulatory and competitive environment.
• User of Microsoft office: Word, Excel, PowerPoint, Outlook
• Working capability in English.

具备以下相关知识和能力：对保险条款的理解，对金融和投资市场的理解、了解中国市场、了解风险及相关监管规定 熟练掌握微软办公系统：Word/Excel/Powerpoint/Outlook 熟练使用英文