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金融投资的英文自我评价

2022-08-02 08:25:11 收藏本文 下载本文

“呜呜呜呜呜呜呜”通过精心收集,向本站投稿了17篇金融投资的英文自我评价,以下是小编整理后的金融投资的英文自我评价,欢迎阅读分享,希望对您有所帮助。

金融投资的英文自我评价

篇1:金融投资的英文自我评价

The company leadership:

Since the beginning of investment at the follow company risk control, the principle of prudent operation, according to the company at the beginning of the manager office meeting and the board of directors resolution requirements, grasp the precious rally the market, pay close attention to national macroeconomic policy, serious market research analysis, the existing stock of gains in excess of 20% of the shares at the beginning of stock holdings, according to the marketing conditions include the underweight in the fixed income investments account hold of all bonds, and the part of the original long-term bond holdings. The detailed summary report is as follows:

The investment business situation:

1, stock investment: since the beginning of investment according to the company at the beginning of the manager office meeting spirit, grasp the grail, precious rallies in existing shares rose more than 20% shares in early varieties were underweight. As of December 30, the balance of XXXXXX 500,000 shares, xxxx500,000 shares, xxxx2 million shares, xxxx200 shares, will continue to reduce the remaining portion of the stock as the market changes.

As the reform of the system for issuing new shares, and listed in the second half of the ipo and the gem ipo stock offering full recovery, initial investment in accordance with the securities and exchange about the ipo inquiry and reforming the way of off-line subscription request, selectively involved in sanjin pharmaceutical, wanma cable, sichuan chengyu, Chinese construction, everbright securities, CITS, China merchants securities, Chinas heavy industry, gas in shenzhen, China north of ten stocks ipo subscription. Together, they signed the sichuan chengyu x shares, the Chinese construction x shares, the everbright securities x shares, and the Chinese national brigade x shares. Currently, sichuan chengyu, Chinese construction and everbright securities have passed the restriction period. Chinas national tourism, China merchants securities, China heavy industries, shenzhen gas and CNR are still in the middle of a limited sale and will begin to unwind the sale in January. We will take a serious look at the market situation and choose to sell the lock.

Fund investment: at the beginning of the year, we predicted that the big shock would be the main form of the stock market this year. There are different opinions among the industry groups, but it is agreed that the stock market in was more volatile, more likely to be riskier than risk, and the stock market opportunity was greater than the bond market. According to the scheme of dasheng manager through the first half of the funds investment, choose good fund that buys a large fund company, configuration 5-6 fund varieties, single no more than x configuration scale of fund of ten thousand yuan, the total scale of no more than x one hundred million yuan. We accumulated subscribes to remit add rich selection of stock funds of ten thousand yuan, x hua an manulife stock funds of ten thousand yuan, x fortis haitong selected funds overseas x ten thousand yuan, long ChengTongQing stock funds of ten thousand yuan, x aia huatai industry selected funds of ten thousand yuan, x x of strategy stock fund ten thousand yuan. One parent selected funds and long ChengTongQing stock funds have reached the presupposition of check point, and the applications of our redemption and part of its redemptive, total investment income x ten thousand yuan. We currently hold safe manulife stock funds of ten thousand yuan, x fortis haitong selected funds overseas x ten thousand yuan, long ChengTongQing stock funds of ten thousand yuan, x aia huatai industry selected funds of ten thousand yuan, x x of strategy stock fund ten thousand yuan, the total size of a total of ten thousand yuan, x single size and the maximum total does not exceed both early dasheng manager approved funds investment scheme.

3, fixed income investments: since late march, under the background of developments of sharply than expected, the bond market has changed the original bull market development pattern, and collapse, although in mid-february to mid-march briefly rebound to repair, but in late march up further declines. Since the beginning of the year, major bond indexes have seen negative returns, and bond investment has faced huge market risks and pressures. We determine the ipo and pass the bill expected a larger impact on the bond market, and the combination of high security requirement, in order to circumvent the short-term volatility of bond, we according to the change of market, bond market rebounded slightly in the first half of the year when the batch sell holdings of Treasury bonds and financial bonds, as of June 30, combination has short positions. Since the fixed income investment business in November 20XX, the fixed income portfolio has accumulated positive returns, but the cumulative gains since January 20XX have been negative. In the first half of the year, fixed income investment and the original holdings of long-term Treasury bonds totaled rmb10, 000.

Second, the next stage of work plan

20 xx years since the beginning of the year, under the background of the state shall adopt relatively loose monetary policy, along with a series of policy of stimulating domestic demand and nine industrial revitalization planning, national economy significantly declined trend has been curbed, the latest statistics show that the macro economy has begun to recovery is strong. In expectations turn good fundamentals, the stock market since the start of a wave of intermediate rebound, rebound at the beginning of the Shanghai composite index has fallen from 1849 points to 3300 points or more, the vast majority of stock is a rise of about 70% to 80% in the previous low, some stocks even reached more than 100%. As the economic fundamentals continue to improve and the countrys policies are gradually implemented, market confidence is recovering and foreign funds continue to flow into the stock market. Although the recent Shanghai index fall in the near 2800 consolidation but is generally believed that this round of adjustment for excessive rises after normal callback, the callback amplitude and time are not more than expected. The country is expected to continue to carry out relatively loose monetary policy until the end of the year, when policy tweaks will be made in light of the economic recovery. In the context of this macro policy, the stock market rally should last until the end of the year, and individual stocks still have some room to rise. As stocks rising up, since the beginning of the bond market has been under shock downward, with inflation expectations rise next year, the overall direction in the second half of the bond market is still in the down sideways.

Stock investment: in the first half of the year, the investment department held a valuable rebound in the market based on the spirit of the meeting and the requirements of the board of directors at the beginning of the year. Some of the larger gains in existing stocks have been reduced. There is not much stock left in the stock, and the position is lighter. As the market continues to evolve, it will continue to reduce the remaining portion of the stock. At the same time, with the comprehensive recovery of offering business, we will give full play to the advantage of the company as the ipo inquiry object position, choose the quality is good, price reasonable good company, actively participate in the ipo of offline and online subscriptions, overall control within a short-term investment proportion in the investment scale of cases to strive for a better return on investment.

2, bond investment: the bond market gradually to good macroeconomic data in the first half of experience shock and impact on the financing side ipo restart, interest rate and credit products have experienced a substantial adjustment, expects this to adjust the trend is expected to continue to years even next year. In general, will still be larger than the opportunities in the second half of the bond market risk, for the next step of market operation, we believe that the bond market will continue to be affected by ipo and inflation expectations, remain cautious on fixed income investments strategy choice, keep cash position. Currently hold bonds varieties, we think that after a careful analysis, given the current level of interest rates are still historically low, with the continuous strengthening of inflation expectations, is expected next year national monetary policy will gradually enter the cycle, for all kinds of bonds varieties formation pressure. X x national debt duration is more than x years, belong to long-term bonds, in interest-rate increases the price impact is bigger, suggest a preliminary inquiry into the bond markets in the bank, if there is a ideal opponent offer will consider selling risk aversion, given near the end of the interbank market activity decreases, if there is no suitable offer, may choose to continue to hold for the coupon income; X x national debt duration is shorter, less than half a year, is about to expire in February, the coupon rate 2.66% bank deposit rate is significantly higher than the same period, to recommend hold expires to honour.

篇2:金融投资的英文自我评价

20XX hengqin financial investment co., LTD. (hengqin gold investment) is formally established in the district party committee and the district council. Over the past year, hengqin tightly around the district party committee, district management committee of the companys development orientation, perfecting the corporate governance system, promote the building of talents team, strict construction of risk prevention and control mechanism, scientific business layout, all the work to achieve a good start.

First, 20XX working condition

(1) to promote the standardization of corporate governance and to improve the operating system

First, the corporate governance structure is improved. Strictly follow the modern enterprise management pattern. To set up a board of directors to make major decisions. To establish the decision-making system of the management team, and be responsible for the important work decisions of the company. Formulated the “board of directors deliberation and decision system”, “the company management team decision-making system, to ensure that the companys business decision-making scientific, democratization and standardization. We established the supervisory board, the party branch and other institutions, and focused on building sound decision-making and monitoring mechanisms.

Second, we have improved the day-to-day management system. In the administrative aspects of the comprehensive administration, the measures for administration of official documents and the management of office assets are formulated. In terms of personnel management, the ”remuneration management system“, ”employee attendance management system“ etc. In financial management, the ”cash management system“, ”accounting management system“ etc. We improved the business management system. As each system is gradually established, the operation management of the company is scientific and standardized.

Third, we promoted standardization of administrative office. To complete the registration, registration and seal of the company and subsidiary subsidiaries. Complete arranged temporary office space, office supplies, carried out a series of large items, major projects, intermediary services of the bidding procurement work, guarantee the normal operation of company. The new office building was renovated and the work was put into use later. We will improve the administrative process and ensure the orderly process of the work.

(2) to promote intellectual and intellectual work and to build a team of high-quality talents

One is to set high standards of leadership. 4 3 companies existing members of the board of directors, management team, leading members or have rich experience in financial management and research professionals, or overseas study and working experience of high-end talent.

Second, we will set up a high standard talent team. Hengqin is at the heart of building a dedicated, combat-able workforce to protect the long-term health of the company. According to virtue and talent, we should introduce a group of high quality and mature professionals to attract talents at home and abroad. Company existing staff, most of the sea within the well-known colleges and universities graduation, 100% have bachelor degree or above, bachelors degree, which Dr. Accounted for 5%, accounted for 44%, of postgraduate study abroad personnel accounted for 27%, financial risk management professionals accounted for 11%.

Third, we will create a favorable environment for recruiting, keeping people and employing people. While advancing the standardization, the company focuses on strengthening the humanization of the employees. Respect employees initiative, encourage employees within the scope of responsibilities to explore, creative work, to carry out the ”golden idea“ collection and advice, encourage the staff to the companys construction and development put forward constructive opinions and Suggestions. Encourage staff to learn training, encourage the employee to research and improve the professional quality.

(3) to advance risk prevention and control work and build a ”firewall“ of state-owned capital security

First, the establishment of scientific decision-making mechanism. In making important decisions, important personnel, arrange for major projects and large amount of capital operation, adhere to the collective decision-making system, prevent arbitrary decision-making by an individual, scientific security decisions.

Second, we will set up a ”firewall“ of multiple financial security. In the case of major investment decisions, the five levels of risk management organizations shall be implemented to ensure that the risks of investment are in control.

Third, we will choose the business partners carefully. Focus and with strength and standardized operation of the domestic large-scale state-owned and joint-stock Banks, brokerages and state-owned financial investment company cooperation, strive for as soon as possible to open the business situation, guard against operational risks, make employees quickly improve business ability.

Fourth, we will improve the risk control program. The company has set up the legal risk control department within the company, introduced the senior professional to carry out the risk control work and has 2 registered financial risk management teacher. To formulate the system of risk control management, in due diligence, investment decision-making, investment project, the contract approval and management, financial risk control, and other important link has a whole set of perfect risk control process.

(4) the development and construction of the service hengqin, and the implementation of the industrial development in a good start

Hengqin invested in the development of the service hengqin, and promoted the development of industry as a top priority for the company.

First, we will set up a fund for the development of the hengqin development fund, which will support the construction of major infrastructure projects and major industrial projects in hengqin.

Secondly, the preparation for establishment way development fund for enterprises in cooperation way industrial park Macao enterprises to provide financing services, at the early stage of the project construction support Macao enterprises in land consolidation, the construction of infrastructure, etc.

Three is the preparation for establishment of the macau youth venture investment funds, to support the Macao youth entrepreneurship in hengqin new district, the key to have the original innovation, integrated innovation, or attributes, digestion, absorption and innovation and in the seed, middle initial, innovative enterprises.

Fourth, the hengqin financial salon. We will invite financial institutions, emerging financial enterprises, and enterprises with financing needs to participate in the salon, and build a convenient and efficient docking platform for all financing parties.

Carrying out the layout of the business, the key projects are progressing smoothly

First, we promoted financing leasing programs. The architecture and team building have been completed, and the senior management and business backbone are in place. Next, the lease will be based on the planning and development of the business, and strive to open the new situation quickly.

Second, we promoted projects to guide funds, equity investments and infrastructure financing. More than 30 projects were surveyed throughout the year, and a number of more mature projects were established.

Third, we promoted the construction of a number of financial services platforms. To establish hengqin international intellectual property trading center with zhuhai jinkong. We will carry out the research and research of the new three-board hengqin roadshow center.

Second, 20XX working plan

20 xx years, hengqin gold investment will seize hengqin successful declare free trade opportunities, with better living hengqin financial innovation policy, the management committee of hengqin new district party committee and under the correct leadership of hengqin development and construction as the main line, by service capital value as the core, to establish and perfect modern enterprise management system to safeguard measures, industries, vigorously to cooperation and in the financial innovation, strengthen the talent team construction, strengthen the risk control mechanism, strive to achieve greater breakthrough in the business.

First, we will work hard to cultivate the industry. We will play a role in the development and development of the service hengqin development, which will help the industry in the area to develop through investment and financing.

Strengthening cooperation with Australia. Establish high political sense of mission, and the matching of macau, macau, support of Macao, priority of macau as a basic to follow the company to do business, to support the enterprise investment and financing way in hengqin bigger and stronger, to make due contributions to promote the economic moderate diversity.

Focus on financial innovation. Endowed with good living state hengqin policies of financial innovation, to develop the financing lease, commercial factoring, emerging financial forms such as equity investment, strengthen cooperation with Hong Kong and Macao financial institutions, to conduct cross-border financial business, through its own development, driving the development of various financial businesses in hengqin agglomeration, provide good financial environment for hengqin development and construction.

We will make great efforts to become major companies. Adhere to the service hengqin development and construction as a lofty mission and the foundation for the development of the company, on the premise of to ensure the safety of state-owned capital control, not ShouTanZi, glide, sound management, trying to do something on business increment, further business plate, hengqin to better service the strategy of developing countries.

[金融投资的英文自我评价]

篇3:金融投资的英文自我评价

The company leadership:

Since the beginning of investment at the follow company risk control, the principle of prudent operation, according to the company at the beginning of the manager office meeting and the board of directors resolution requirements, grasp the precious rally the market, pay close attention to national macroeconomic policy, serious market research analysis, the existing stock of gains in excess of 20% of the shares at the beginning of stock holdings, according to the marketing conditions include the underweight in the fixed income investments account hold of all bonds, and the part of the original long-term bond holdings. The detailed summary report is as follows:

The investment business situation:

1, stock investment: since the beginning of investment according to the company at the beginning of the manager office meeting spirit, grasp the grail, precious rallies in existing shares rose more than 20% shares in early varieties were underweight. As of December 30, the balance of XXXXXX 500,000 shares, xxxx500,000 shares, xxxx2 million shares, xxxx200 shares, will continue to reduce the remaining portion of the stock as the market changes.

As the reform of the system for issuing new shares, and listed in the second half of the ipo and the gem ipo stock offering full recovery, initial investment in accordance with the securities and exchange about the ipo inquiry and reforming the way of off-line subscription request, selectively involved in sanjin pharmaceutical, wanma cable, sichuan chengyu, Chinese construction, everbright securities, CITS, China merchants securities, China's heavy industry, gas in shenzhen, China north of ten stocks ipo subscription. Together, they signed the sichuan chengyu x shares, the Chinese construction x shares, the everbright securities x shares, and the Chinese national brigade x shares. Currently, sichuan chengyu, Chinese construction and everbright securities have passed the restriction period. China's national tourism, China merchants securities, China heavy industries, shenzhen gas and CNR are still in the middle of a limited sale and will begin to unwind the sale in January. We will take a serious look at the market situation and choose to sell the lock.

Fund investment: at the beginning of the year, we predicted that the big shock would be the main form of the stock market this year. There are different opinions among the industry groups, but it is agreed that the stock market in was more volatile, more likely to be riskier than risk, and the stock market opportunity was greater than the bond market. According to the scheme of dasheng manager through the first half of the funds investment, choose good fund that buys a large fund company, configuration 5-6 fund varieties, single no more than x configuration scale of fund of ten thousand yuan, the total scale of no more than x one hundred million yuan. We accumulated subscribes to remit add rich selection of stock funds of ten thousand yuan, x hua an manulife stock funds of ten thousand yuan, x fortis haitong selected funds overseas x ten thousand yuan, long ChengTongQing stock funds of ten thousand yuan, x aia huatai industry selected funds of ten thousand yuan, x x of strategy stock fund ten thousand yuan. One parent selected funds and long ChengTongQing stock funds have reached the presupposition of check point, and the applications of our redemption and part of its redemptive, total investment income x ten thousand yuan. We currently hold safe manulife stock funds of ten thousand yuan, x fortis haitong selected funds overseas x ten thousand yuan, long ChengTongQing stock funds of ten thousand yuan, x aia huatai industry selected funds of ten thousand yuan, x x of strategy stock fund ten thousand yuan, the total size of a total of ten thousand yuan, x single size and the maximum total does not exceed both early dasheng manager approved funds investment scheme.

3, fixed income investments: since late march, under the background of developments of sharply than expected, the bond market has changed the original bull market development pattern, and collapse, although in mid-february to mid-march briefly rebound to repair, but in late march up further declines. Since the beginning of the year, major bond indexes have seen negative returns, and bond investment has faced huge market risks and pressures. We determine the ipo and pass the bill expected a larger impact on the bond market, and the combination of high security requirement, in order to circumvent the short-term volatility of bond, we according to the change of market, bond market rebounded slightly in the first half of the year when the batch sell holdings of Treasury bonds and financial bonds, as of June 30, combination has short positions. Since the fixed income investment business in November 20XX, the fixed income portfolio has accumulated positive returns, but the cumulative gains since January 20XX have been negative. In the first half of the year, fixed income investment and the original holdings of long-term Treasury bonds totaled rmb10, 000.

Second, the next stage of work plan

20 xx years since the beginning of the year, under the background of the state shall adopt relatively loose monetary policy, along with a series of policy of stimulating domestic demand and nine industrial revitalization planning, national economy significantly declined trend has been curbed, the latest statistics show that the macro economy has begun to recovery is strong. In expectations turn good fundamentals, the stock market since the start of a wave of intermediate rebound, rebound at the beginning of the Shanghai composite index has fallen from 1849 points to 3300 points or more, the vast majority of stock is a rise of about 70% to 80% in the previous low, some stocks even reached more than 100%. As the economic fundamentals continue to improve and the country's policies are gradually implemented, market confidence is recovering and foreign funds continue to flow into the stock market. Although the recent Shanghai index fall in the near 2800 consolidation but is generally believed that this round of adjustment for excessive rises after normal callback, the callback amplitude and time are not more than expected. The country is expected to continue to carry out relatively loose monetary policy until the end of the year, when policy tweaks will be made in light of the economic recovery. In the context of this macro policy, the stock market rally should last until the end of the year, and individual stocks still have some room to rise. As stocks rising up, since the beginning of the bond market has been under shock downward, with inflation expectations rise next year, the overall direction in the second half of the bond market is still in the down sideways.

Stock investment: in the first half of the year, the investment department held a valuable rebound in the market based on the spirit of the meeting and the requirements of the board of directors at the beginning of the year. Some of the larger gains in existing stocks have been reduced. There is not much stock left in the stock, and the position is lighter. As the market continues to evolve, it will continue to reduce the remaining portion of the stock. At the same time, with the comprehensive recovery of offering business, we will give full play to the advantage of the company as the ipo inquiry object position, choose the quality is good, price reasonable good company, actively participate in the ipo of offline and online subscriptions, overall control within a short-term investment proportion in the investment scale of cases to strive for a better return on investment.

2, bond investment: the bond market gradually to good macroeconomic data in the first half of experience shock and impact on the financing side ipo restart, interest rate and credit products have experienced a substantial adjustment, expects this to adjust the trend is expected to continue to years even next year. In general, will still be larger than the opportunities in the second half of the bond market risk, for the next step of market operation, we believe that the bond market will continue to be affected by ipo and inflation expectations, remain cautious on fixed income investments strategy choice, keep cash position. Currently hold bonds varieties, we think that after a careful analysis, given the current level of interest rates are still historically low, with the continuous strengthening of inflation expectations, is expected next year national monetary policy will gradually enter the cycle, for all kinds of bonds varieties formation pressure. X x national debt duration is more than x years, belong to long-term bonds, in interest-rate increases the price impact is bigger, suggest a preliminary inquiry into the bond markets in the bank, if there is a ideal opponent offer will consider selling risk aversion, given near the end of the interbank market activity decreases, if there is no suitable offer, may choose to continue to hold for the coupon income; X x national debt duration is shorter, less than half a year, is about to expire in February, the coupon rate 2.66% bank deposit rate is significantly higher than the same period, to recommend hold expires to honour.

篇4:金融投资的英文自我评价

20XX hengqin financial investment co., LTD. (hengqin gold investment) is formally established in the district party committee and the district council. Over the past year, hengqin tightly around the district party committee, district management committee of the company's development orientation, perfecting the corporate governance system, promote the building of talents team, strict construction of risk prevention and control mechanism, scientific business layout, all the work to achieve a good start.

First, 20XX working condition

(1) to promote the standardization of corporate governance and to improve the operating system

First, the corporate governance structure is improved. Strictly follow the modern enterprise management pattern. To set up a board of directors to make major decisions. To establish the decision-making system of the management team, and be responsible for the important work decisions of the company. Formulated the ”board of directors deliberation and decision system“, ”the company management team decision-making system, to ensure that the company's business decision-making scientific, democratization and standardization. We established the supervisory board, the party branch and other institutions, and focused on building sound decision-making and monitoring mechanisms.

Second, we have improved the day-to-day management system. In the administrative aspects of the comprehensive administration, the measures for administration of official documents and the management of office assets are formulated. In terms of personnel management, the “remuneration management system”, “employee attendance management system” etc. In financial management, the “cash management system”, “accounting management system” etc. We improved the business management system. As each system is gradually established, the operation management of the company is scientific and standardized.

Third, we promoted standardization of administrative office. To complete the registration, registration and seal of the company and subsidiary subsidiaries. Complete arranged temporary office space, office supplies, carried out a series of large items, major projects, intermediary services of the bidding procurement work, guarantee the normal operation of company. The new office building was renovated and the work was put into use later. We will improve the administrative process and ensure the orderly process of the work.

(2) to promote intellectual and intellectual work and to build a team of high-quality talents

One is to set high standards of leadership. 4 3 companies existing members of the board of directors, management team, leading members or have rich experience in financial management and research professionals, or overseas study and working experience of high-end talent.

Second, we will set up a high standard talent team. Hengqin is at the heart of building a dedicated, combat-able workforce to protect the long-term health of the company. According to virtue and talent, we should introduce a group of high quality and mature professionals to attract talents at home and abroad. Company existing staff, most of the sea within the well-known colleges and universities graduation, 100% have bachelor degree or above, bachelor's degree, which Dr. Accounted for 5%, accounted for 44%, of postgraduate study abroad personnel accounted for 27%, financial risk management professionals accounted for 11%.

Third, we will create a favorable environment for recruiting, keeping people and employing people. While advancing the standardization, the company focuses on strengthening the humanization of the employees. Respect employees' initiative, encourage employees within the scope of responsibilities to explore, creative work, to carry out the “golden idea” collection and advice, encourage the staff to the company's construction and development put forward constructive opinions and Suggestions. Encourage staff to learn training, encourage the employee to research and improve the professional quality.

(3) to advance risk prevention and control work and build a “firewall” of state-owned capital security

First, the establishment of scientific decision-making mechanism. In making important decisions, important personnel, arrange for major projects and large amount of capital operation, adhere to the collective decision-making system, prevent arbitrary decision-making by an individual, scientific security decisions.

Second, we will set up a “firewall” of multiple financial security. In the case of major investment decisions, the five levels of risk management organizations shall be implemented to ensure that the risks of investment are in control.

Third, we will choose the business partners carefully. Focus and with strength and standardized operation of the domestic large-scale state-owned and joint-stock Banks, brokerages and state-owned financial investment company cooperation, strive for as soon as possible to open the business situation, guard against operational risks, make employees quickly improve business ability.

Fourth, we will improve the risk control program. The company has set up the legal risk control department within the company, introduced the senior professional to carry out the risk control work and has 2 registered financial risk management teacher. To formulate the system of risk control management, in due diligence, investment decision-making, investment project, the contract approval and management, financial risk control, and other important link has a whole set of perfect risk control process.

(4) the development and construction of the service hengqin, and the implementation of the industrial development in a good start

Hengqin invested in the development of the service hengqin, and promoted the development of industry as a top priority for the company.

First, we will set up a fund for the development of the hengqin development fund, which will support the construction of major infrastructure projects and major industrial projects in hengqin.

Secondly, the preparation for establishment way development fund for enterprises in cooperation way industrial park Macao enterprises to provide financing services, at the early stage of the project construction support Macao enterprises in land consolidation, the construction of infrastructure, etc.

Three is the preparation for establishment of the macau youth venture investment funds, to support the Macao youth entrepreneurship in hengqin new district, the key to have the original innovation, integrated innovation, or attributes, digestion, absorption and innovation and in the seed, middle initial, innovative enterprises.

Fourth, the hengqin financial salon. We will invite financial institutions, emerging financial enterprises, and enterprises with financing needs to participate in the salon, and build a convenient and efficient docking platform for all financing parties.

Carrying out the layout of the business, the key projects are progressing smoothly

First, we promoted financing leasing programs. The architecture and team building have been completed, and the senior management and business backbone are in place. Next, the lease will be based on the planning and development of the business, and strive to open the new situation quickly.

Second, we promoted projects to guide funds, equity investments and infrastructure financing. More than 30 projects were surveyed throughout the year, and a number of more mature projects were established.

Third, we promoted the construction of a number of financial services platforms. To establish hengqin international intellectual property trading center with zhuhai jinkong. We will carry out the research and research of the new three-board hengqin roadshow center.

Second, 20XX working plan

20 xx years, hengqin gold investment will seize hengqin successful declare free trade opportunities, with better living hengqin financial innovation policy, the management committee of hengqin new district party committee and under the correct leadership of hengqin development and construction as the main line, by service capital value as the core, to establish and perfect modern enterprise management system to safeguard measures, industries, vigorously to cooperation and in the financial innovation, strengthen the talent team construction, strengthen the risk control mechanism, strive to achieve greater breakthrough in the business.

First, we will work hard to cultivate the industry. We will play a role in the development and development of the service hengqin development, which will help the industry in the area to develop through investment and financing.

Strengthening cooperation with Australia. Establish high political sense of mission, and the matching of macau, macau, support of Macao, priority of macau as a basic to follow the company to do business, to support the enterprise investment and financing way in hengqin bigger and stronger, to make due contributions to promote the economic moderate diversity.

Focus on financial innovation. Endowed with good living state hengqin policies of financial innovation, to develop the financing lease, commercial factoring, emerging financial forms such as equity investment, strengthen cooperation with Hong Kong and Macao financial institutions, to conduct cross-border financial business, through its own development, driving the development of various financial businesses in hengqin agglomeration, provide good financial environment for hengqin development and construction.

We will make great efforts to become major companies. Adhere to the service hengqin development and construction as a lofty mission and the foundation for the development of the company, on the premise of to ensure the safety of state-owned capital control, not ShouTanZi, glide, sound management, trying to do something on business increment, further business plate, hengqin to better service the strategy of developing countries.

篇5:金融投资的英文自我评价

After less than three months in the sun, the internship finally comes to an end. It is a social experience and a working experience. Practice is a practical test of our theoretical knowledge, a practice of theory and practice. It is the first step in our society to reach a solid foundation for our society.

One, the intern unit introduces

Beijing red sen investment co., LTD., established in 19 xx years, is a concentration of financial investment, real estate development, property management, diversified foreign trade marketing as one of the new investment company.

Company in the field of commercial real estate development and property management investment has for 15 years rich experience in the operation, 20 xx years ~ 20 xx years, the company successfully completed stability kiosk renovated, international toy city, superior beauty garden area such as real estate development and property management projects, realize the investment of 600 million yuan, profits of 100 million yuan.

At the same time, the company in the field of financial investment and merger and acquisition of showed advanced business, finance, management idea and practice experience, and achieved good performance. 20 xx years successful merger and acquisition of Beijing sixth knitting co., LTD., and acquired in 20 xx years into the camp is located in fengtai district east rail for 109 yuan, nearly 18500 square meters of new property. In a joint venture subsidiary ~ hua mu LAN (Beijing) investment management co., the specialty is engaged in private equity investment fund management, with rich experience, for investors looking for high-growth enterprises, and through the specialization of operation, increase the value of investment projects, to get good returns.

The continuous expansion of assets and the constant innovation of operating philosophy make the company more room for development, and the company's business prospects are brighter. Over the years, under the leadership of the President, the company not only has created considerable business results, and formed the people-oriented, the heart of the enterprise culture, made struggled, never-say-die team spirit, the company today due to the crystallization of effort and struggle, tomorrow belongs to forward-looking ideas and wisdom of innovation!

Company development up to now, has developed by real estate investment, finance and international trade of veteran senior management core, and by all kinds of excellent team of professionals and management personnel, the company's core management personnel all has the real estate development, financial investment and international trade, enterprise management field rich experience in actual operations. More than 80% of the company's managers and engineers have more than one college degree or above, with 15% of postgraduate students and 30% of undergraduate students.

The total assets of the company is 320 million yuan, and now owns three subsidiaries. Company confidence in the sustainability of China's economic growth, the company focused on using our strategic investment experience, professional management skills, and contains the industry resources, for enterprises and investors to achieve higher returns; We will also focus on investment in new energy, high-tech, environmental protection, cultural media and pension protection systems.

We believe, 20 xx will be red, investment co., LTD., a year more red, is facing serious challenges, and full of infinite opportunities, we all my colleagues will be more full of passion, more hard work, hard play one hundred times, wisdom and energy to realize collectivization development of strategic objectives, to win greater victory, enjoy the joy of success and happiness.

Second, the content of the internship

I followed a internship students in Beijing to study investment management company, the specialty is engaged in private equity investment fund management, with rich experience, for investors looking for high-growth enterprises, and through the specialization of operation, increase the value of investment projects, in order to gain good returns to study, internship is mainly involved in the company is running the practice schedule and financial investment of the initial batch operation and some daily simple data processing problems, and as a senior investment advisers and help together to build a new financial architecture model is what I really aware of their shallow my road is very long, because I contact with no real business is relatively simple to model created in I participate in the process of report to check again after finishing the work working paper binding, and a written statement of cash flows of the whole set, is during the internship to help teachers to do compare scattered work but learned a lot indeed many seemingly simple question has problems sometimes also accumulated a lot of experience in the process of this solution..

3, practice experience

Internship is to we learn in school theory knowledge to practice, is his own place, learning is not only a nerd we need to do a thinking ability effectively, because the practice environment different the contact person is different, so this exercise our people skills, with the speeding up of China now development steps every day there are new things emerging we need to keep learning to adapt the new requirements, only in this way can not eliminated by the society is not eliminated by the new form, this is responsible for their own is responsible to the society. In this way, we can truly live in this society.

The internship finally understand some of the so-called noun meaning how to distinguish between what is private equity public offering really means, and so on all have a deep understanding of the found himself or too shallow, as well as the investment also had a more profound understanding, the master took me to let me know what strategy development is how to evaluate the return on investment, market assessment information for the strategy of how to do, and so on in all eyes. Just to that is you don't know what to do, is blind bump is now not criticize me he knew him as foolish, he asked me how to integrate materials classification report makes me gradually out of the woods, take me I realize the importance of teamwork in the process of how important it is for a team spirit and culture before some strange words what financial derivatives, stock index, and so on are clear in my mind is not only let us to the whole accounting process with detailed and specific knowledge, familiar with accounting object, the concrete work also shortened the textbook knowledge of the abstract and the actual work. During the internship, the main use of real accounting vouchers and CaiWuZhang table for a certain period of economic business accounting, tax, bank and enterprise is the important relationship between the further understanding, also more familiar with the uf financial software, at the same time in the actual accounting work in various operations, realized the accounting computerization of accounting work to bring convenience, I finally walked out of nothing.

4, practice advice

Before school, the knowledge of accounting is only one's own profession, the major is accounting. But when I arrived there found is tunnel vision, there are a lot of kinds, such as management accounting, financial accounting, cost accounting, and so on the original market requirements for accounting is also more and more differentiation, I feel guilty, don't know anything about his own original world so wide learning too little know too little, this is my first experience in the company, originally I what all don't understand, this is I have to learn? I asked myself, in secret, that I was too ignorant to speak to the day of my independence from the teacher behind the teacher. Look back so I can only give us some advice in my own experience, learning not only learned the so-called specialized course content just to dabble in more fields, the road to your job search will have unexpected harvest. So in this internship I understand the work not like in school had no problem the first serious study, it will not go to ask the teacher, such already affected their work schedule, finally also affected the team's work schedule, so this is my internship experience the deepest point. Also is in the work to have good team spirit, because in a team, you are no longer a single, you must not only be good to complete their work, but also consideration for our work progress, don't cry because it is your own reason and delayed the progress of the team work. Because accounting as a subject of strong applicability, an important economic management work, is strengthening economic management, an important means to improve the economic benefit. The most important thing is teamwork. Learn some accounting daily business processes, bank and tax related work. Main have come into contact with the material accounting, cost accounting, sales, accounting, general ledger accounting, tax accounting and cashier etc. It is also a reflection of integrated disciplines.

5, practice summary

Through the field of practice, we of accounting and its related industries have a more comprehensive perceptual knowledge, further understanding to accept the classroom of knowledge, the theory has been applied in the actual production. In recent years, the country's financial industry is just beginning with the swift and violent development, the financial industry of professional talent demand is becoming more and more big, the for is engaged in the work of finance and economics, is not only an opportunity, is also a challenge. As will be out of the school's students, should be more in the limited time, to master the professional knowledge, strengthen practice and design capabilities, so more conducive to the development of the future, make oneself in this field have also been as through this internship I really feel after entering society, we are going to learn a lot of things, there is some gap, the lack of specialized knowledge and beginning ability is insufficient, etc., and I know that this is not a day two can learn, but I believe I can do it. This internship is also a great help to my graduation design, and I want to be able to experience a lot of things in the future. Finally, I should thank the teacher for this opportunity, and I have really learned a lot about professional and social knowledge

It is often said that the university is an ivory tower. Indeed, there is a huge difference between school and work, study and work, students and staff. In the process of transformation, people's opinions, behaviors and psychology should be adjusted appropriately. So don't complain about your company's reluctance to hire new graduates, and sometimes you have to find your own problems. And internships provide an opportunity for people to get into the real world of work. With the experience of the internship, you will be able to integrate more quickly and better into the new environment and complete the transformation of your role.

篇6:金融投资的英文自我评价

After less than three months in the sun, the internship finally comes to an end. It is a social experience and a working experience. Practice is a practical test of our theoretical knowledge, a practice of theory and practice. It is the first step in our society to reach a solid foundation for our society.

One, the intern unit introduces

Beijing red sen investment co., LTD., established in 19 __ years, is a concentration of financial investment, real estate development, property management, diversified foreign trade marketing as one of the new investment company.

Company in the field of commercial real estate development and property management investment has for 15 years rich experience in the operation, 20 __ years ~ 20 __ years, the company successfully completed stability kiosk renovated, international toy city, superior beauty garden area such as real estate development and property management projects, realize the investment of 600 million yuan, profits of 100 million yuan.

At the same time, the company in the field of financial investment and merger and acquisition of showed advanced business, finance, management idea and practice experience, and achieved good performance. 20 __ years successful merger and acquisition of Beijing sixth knitting co., LTD., and acquired in 20 __ years into the camp is located in fengtai district east rail for 109 yuan, nearly 18500 square meters of new property. In a joint venture subsidiary ~ hua mu LAN (Beijing) investment management co., the specialty is engaged in private equity investment fund management, with rich experience, for investors looking for high-growth enterprises, and through the specialization of operation, increase the value of investment projects, to get good returns.

The continuous expansion of assets and the constant innovation of operating philosophy make the company more room for development, and the company's business prospects are brighter. Over the years, under the leadership of the President, the company not only has created considerable business results, and formed the people-oriented, the heart of the enterprise culture, made struggled, never-say-die team spirit, the company today due to the crystallization of effort and struggle, tomorrow belongs to forward-looking ideas and wisdom of innovation!

Company development up to now, has developed by real estate investment, finance and international trade of veteran senior management core, and by all kinds of excellent team of professionals and management personnel, the company's core management personnel all has the real estate development, financial investment and international trade, enterprise management field rich experience in actual operations. More than 80% of the company's managers and engineers have more than one college degree or above, with 15% of postgraduate students and 30% of undergraduate students.

The total assets of the company is 320 million yuan, and now owns three subsidiaries. Company confidence in the sustainability of China's economic growth, the company focused on using our strategic investment experience, professional management skills, and contains the industry resources, for enterprises and investors to achieve higher returns; We will also focus on investment in new energy, high-tech, environmental protection, cultural media and pension protection systems.

We believe, 20 __ will be red, investment co., LTD., a year more red, is facing serious challenges, and full of infinite opportunities, we all my colleagues will be more full of passion, more hard work, hard play one hundred times, wisdom and energy to realize collectivization development of strategic objectives, to win greater victory, enjoy the joy of success and happiness.

Second, the content of the internship

I followed a internship students in Beijing to study investment management company, the specialty is engaged in private equity investment fund management, with rich experience, for investors looking for high-growth enterprises, and through the specialization of operation, increase the value of investment projects, in order to gain good returns to study, internship is mainly involved in the company is running the practice schedule and financial investment of the initial batch operation and some daily simple data processing problems, and as a senior investment advisers and help together to build a new financial architecture model is what I really aware of their shallow my road is very long, because I contact with no real business is relatively simple to model created in I participate in the process of report to check again after finishing the work working paper binding, and a written statement of cash flows of the whole set, is during the internship to help teachers to do compare scattered work but learned a lot indeed many seemingly simple question has problems sometimes also accumulated a lot of experience in the process of this solution..

3, practice experience

Internship is to we learn in school theory knowledge to practice, is his own place, learning is not only a nerd we need to do a thinking ability effectively, because the practice environment different the contact person is different, so this exercise our people skills, with the speeding up of China now development steps every day there are new things emerging we need to keep learning to adapt the new requirements, only in this way can not eliminated by the society is not eliminated by the new form, this is responsible for their own is responsible to the society. In this way, we can truly live in this society.

The internship finally understand some of the so-called noun meaning how to distinguish between what is private equity public offering really means, and so on all have a deep understanding of the found himself or too shallow, as well as the investment also had a more profound understanding, the master took me to let me know what strategy development is how to evaluate the return on investment, market assessment information for the strategy of how to do, and so on in all eyes. Just to that is you don't know what to do, is blind bump is now not criticize me he knew him as foolish, he asked me how to integrate materials classification report makes me gradually out of the woods, take me I realize the importance of teamwork in the process of how important it is for a team spirit and culture before some strange words what financial derivatives, stock index, and so on are clear in my mind is not only let us to the whole accounting process with detailed and specific knowledge, familiar with accounting object, the concrete work also shortened the textbook knowledge of the abstract and the actual work. During the internship, the main use of real accounting vouchers and CaiWuZhang table for a certain period of economic business accounting, tax, bank and enterprise is the important relationship between the further understanding, also more familiar with the uf financial software, at the same time in the actual accounting work in various operations, realized the accounting computerization of accounting work to bring convenience, I finally walked out of nothing.

4, practice advice

Before school, the knowledge of accounting is only one's own profession, the major is accounting. But when I arrived there found is tunnel vision, there are a lot of kinds, such as management accounting, financial accounting, cost accounting, and so on the original market requirements for accounting is also more and more differentiation, I feel guilty, don't know anything about his own original world so wide learning too little know too little, this is my first experience in the company, originally I what all don't understand, this is I have to learn? I asked myself, in secret, that I was too ignorant to speak to the day of my independence from the teacher behind the teacher. Look back so I can only give us some advice in my own experience, learning not only learned the so-called specialized course content just to dabble in more fields, the road to your job search will have unexpected harvest. So in this internship I understand the work not like in school had no problem the first serious study, it will not go to ask the teacher, such already affected their work schedule, finally also affected the team's work schedule, so this is my internship experience the deepest point. Also is in the work to have good team spirit, because in a team, you are no longer a single, you must not only be good to complete their work, but also consideration for our work progress, don't cry because it is your own reason and delayed the progress of the team work. Because accounting as a subject of strong applicability, an important economic management work, is strengthening economic management, an important means to improve the economic benefit. The most important thing is teamwork. Learn some accounting daily business processes, bank and tax related work. Main have come into contact with the material accounting, cost accounting, sales, accounting, general ledger accounting, tax accounting and cashier etc. It is also a reflection of integrated disciplines.

5, practice summary

Through the field of practice, we of accounting and its related industries have a more comprehensive perceptual knowledge, further understanding to accept the classroom of knowledge, the theory has been applied in the actual production. In recent years, the country's financial industry is just beginning with the swift and violent development, the financial industry of professional talent demand is becoming more and more big, the for is engaged in the work of finance and economics, is not only an opportunity, is also a challenge. As will be out of the school's students, should be more in the limited time, to master the professional knowledge, strengthen practice and design capabilities, so more conducive to the development of the future, make oneself in this field have also been as through this internship I really feel after entering society, we are going to learn a lot of things, there is some gap, the lack of specialized knowledge and beginning ability is insufficient, etc., and I know that this is not a day two can learn, but I believe I can do it. This internship is also a great help to my graduation design, and I want to be able to experience a lot of things in the future. Finally, I should thank the teacher for this opportunity, and I have really learned a lot about professional and social knowledge

It is often said that the university is an ivory tower. Indeed, there is a huge difference between school and work, study and work, students and staff. In the process of transformation, people's opinions, behaviors and psychology should be adjusted appropriately. So don't complain about your company's reluctance to hire new graduates, and sometimes you have to find your own problems. And internships provide an opportunity for people to get into the real world of work. With the experience of the internship, you will be able to integrate more quickly and better into the new environment and complete the transformation of your role.

篇7:金融投资自我评价

善于操作各种投融资工具(银行、信托、租赁、股权基金等)为基础设施、企业等进行投融资。曾经成功运作过多个项目,包括旧城改造、土地一级开发、商业地产以及中小企业的股权投资和债权融资等。

为人诚实、做事踏实,具有良好的职业操守和强烈的责任心,善于从投资人角度出发,为他们规避风险,尽可能取得良好的收益。希望自己的付出在帮助别人得到回报的同时,也提升自我价值。

【范文二】

多年跨国企业工作经历,熟悉多种行业的财务制度,如:制造业、互联网、贸易、广告业等。拥有财务战略、成本预算、成本管理能力和财务风险控制能力。

能流利用英语进行书面及口头沟通,对工作具有高度的责任感,具有良好的团队合作意识以及较强的领导及管理能力。

【范文三】

本人在XX市XX国际货物运输代理有限公司工作X年,做过现场报关的工作,包括与客户和海关官员沟通协调使货物顺利清关,之后与车队送货人员联系,并保证货物按时送达客户指定地点。

同时,我也做过办公室内的相关单证工作,整理报关文件,与客户,船公司车队等联系协调,并负责与每票业务相关的财务数据统计以及文件归档工作。

在这七年内,由于我努力认真负责的工作态度和较高的工作效率,得到了客户,上级和同事的一致肯定和认可。

我为人开朗,活泼,善于与人沟通交流,能够很好的融入团队,具有良好的团队合作精神。对工作具有高度责任感,细心,努力,有较强的学习能力。

面对现在,我努力拼搏,面对将来,我期待更多的挑战,在工作上吃苦耐劳,积极向上,虚心请教,取他人长处弥补自己的不足。相信自己一定会演绎出精彩的一幕。

【范文四】

本人拥有有近多年年的财务相关工作经验,通过这些年的工作,积累了宝贵的工作经验和良好的沟通、协调和合作能力。

能熟练操作windows系统,能够使用office办公自动化系列软件。熟悉财务、审计及评估的工作流程和操作步骤。工作认真踏实,有责任心。

团队意识强,能积极的参与团队之间的合作。有较强的学习能力,能迅速掌握工作所需的技能和要求;能吃苦,有能力适应出差外派性质的工作。

【范文五】

多年会计从业经历,经验丰富,能独立进行全盘账务处理,熟悉收支核算及财务分析,熟悉增值税一般纳税人财务核算及网上报税流程,,能熟练运用office办公软件及金蝶K3、用友等财务软件。

踏实肯干,吃苦耐劳,能适应各种工作环境。认真,负责,严谨但不失灵活,善良,正直。

【范文六】

具有全盘业务处理能力和良好的职业判断能,擅长掌握财务核算方向,进行财务分析,了解财务、税务、金融制度,能够合理调配资金,进行相应的税务筹划,可独立完成各项财务工作。

具有一般纳税人、小规模纳税人、核定征收、工业、商业、连锁、外资、货代等行业的实际工作经验。熟练使用计算机解决财务工作实际问题,行业和工作适应能力强。

篇8:金融投资自我评价

【范例一】

熟练掌握财务及法律知识,熟悉金融、互联网市场,有较强的投行业务基础及管理经验,具备一定电子商务运营管理经验。 为人真诚,综合素质高,曾有过愉快的工作经历及海外留学背景,愿与您共创美好明天。

【范例二】

为人豪爽热忱,做事投入;思维敏捷,喜欢挑战;能吃苦耐劳,抗压能力强;幽默诙谐,有较强的沟通能力和组织协调能力。对人、对事观察入微,擅于分析思考,学习能力强,能从实践中快速成长。知性,冷静,细心。正在为cpa和cfa而奋斗。

【范例三】

有海外国工作经历,个性认真负责,求知欲强,细心谨慎。有较好的沟通能力及领导能力。

【范例四】

具有美国金融业工作经验以及高度的责任心,以寻求在国内投资领域长期的.发展。

CFA,美国CPA通过财务会计和商业法规。 计算机技能:Bloomberg,SQL, VBA, Matlab,Excel, Word, PowerPoint 。

【范例五】

多年从事会计师事务所审计工作,有良好的宏观分析能力,熟悉行业的税收等法律法规和国家政策,涉及纺织,环保,贸易企业以及其他制造和服务业。

良好的微观财务分析能力,熟悉各行业财务管理和会计处理,了解上市公司、创业板相关政策和财务信息处理办法,特别是金融衍生工具的财会处理,CPA通过税法和战略风险管理。 熟悉各类财务软件, 包括 SAP, 用友,金蝶等,学习能力强,善于沟通。

【范例六】

本人性格温和、成熟稳重、勤奋诚实,善于沟通,能够敏锐捕捉市场信息;积累了丰富的金融投资领域专业知识,具备一定的金融界的人脉,具有宏观和产业经济视野,服务于全球和中国领先的金融公司。

较强的组织协调能力、沟通能力 ;较强的责任心与执行力 ;较强的条理性与逻辑能力 ;具备高压力高强度环境下的工作能力,勇于创新,有很强的学习能力,善于接受新事物。

篇9:金融投资实战自我评价

综合素质自我评价

范例1:今后我一定发扬成绩, 克服不足,争取更大进步。

我不断的挑战自我、充实自己,为实现人生的价值打下坚实的基础。

范例2:“宝剑锋从磨砺出,梅花香自苦寒来”,本人坚信通过不断地学习和努力,使自己成为一个有理想、有道德、有文化、有纪律的学生,以优异的成绩迎接挑战,为社会主义建设贡献我毕生的力量。

范例3:高中生活,使我增长了知识,也培养了我各方面的能力,为日后我成为社会主义现代化建设的接班人打下了坚实的基础。

但是,通过不断的学习,我也发现了自己的不足,也就是吃苦精神不够,具体就体现在学习上“钻劲”不够、“挤劲”不够。

当然,在我发现自己的不足后,我会尽力完善自我,培养吃苦精神,从而保证日后的学习成绩能有较大幅度的提高。

范例4:我要做好”五个心”:一,是收心.把暑假的以玩为主的生活方式转变为以学为主的生活方式.二,是决心.我要在新学期伊始下就下定决心使自己的人生有一个美好的开端.三,是恒心.在学习上要下功夫,持之以恒,战胜困难.四,是爱心.不仅要提高学习,同时还提高品德修养.尊敬老师,团结友爱,互相互爱,孝敬父母.五,是用心.用心做人,做学问. 范例5:我决心:1,树立一个信心:我能我行。

2,创立一种学风:认真刻苦。

3,凡事从“认真”开始,认认真真地读书,认认真真地上课,认认真真地做作业。

4,学业成功的过程离不开勤奋和刻苦。

“天才出于勤奋”,“书山有路勤为劲,学海无涯苦作舟”,“宝剑锋从磨砺出,梅花香自苦寒来”这些格言说的都是这个道理。

5,培养一个习惯:自觉自愿 .学业进步,贵在

自觉。

我们要在老师的指引下,培养自己良好的行为习惯、学习习惯和生活习惯。

范例6:学习成绩还不是十分优秀,虽然我的成绩一直在进步,但却始终达不到最理想的状态。

所以我要努力打好基础,更多的自主学习,我要掌握正确的学习方法,从而迎头赶上,勇往直前。

范例7:我同学的联系还不够紧密,主要原因是自己作息的时间安排上不够合理,未能十分有效地工作与学习,导致时间使用的紧张,无意中减少了与同学交流的时间。

所以我要努力

找同学交流,了解同学们的所感所想,积极主动的和同学进行交流,与大家和谐相处。

范例8:我在工作中有时处理问题还不够成熟,这主要表现为工作中魄力不够,做事情不够果断,比较优柔寡断。

我要方面积累经验,在过去的学习生活中,要注意学习其他同学在处理班级事务时所运用的好的方式、方法,同时,要弥补自己办事方式、方法存在的不足之处。

篇10:金融投资实战自我评价

[范例一]

丰富的采购和贸易实践,既有服务于大规模生产制造型企业的工作经历,也具有长期在国际采购集团的工作经验。

熟悉这类企业和集团的业务模式、工作流程以及组织架构。

高度的责任心,勇于拼搏、敢于挑战,具备严谨的.工作态度和开阔的工作思路。

[范例二]

十年以上房地产专业市场策划与销售管理工作经验,对于宏观市场分析认识和微观客层定位分析都有了独到的工作方法,经历不同阶段的市场发展状态,累积多年的人脉关系和从业经验,有良好的沟通技巧和丰富的团队合作经验。

经济管理专业简历自我评价。

擅长高端房地产市场策划与销售管理及全程运作,涉及产品形态多范围广,高端住宅与商业地产都有多个项目的实战经验。

[范例三]

三年以上投资公司操盘手工作经验,熟练运用均线、形态、结构、切线、波浪、标志性k线等,各种主力做盘手法和策略,有成熟的长短线交易策略和风控系统。

心理素质好,能承受较大的压力,并能在压力下,冷静分析并解决问题。

[范例四]

四年经济学专业的积累,以及2年多的理财顾问工作经验。

能与客户建立长期的维护关系,并且挖掘潜在客户,不断发展新客户,完成营销指标。

注重工作效率,具有较强的学习能力及对新环境的适应能力。

能在高压下工作,有责任心,勇于不断突破挑战自己。

经济

篇11:金融行业英文自我评价

years, in the correct leadership of party committees and administrative and global under the concern and support of various departments, we earnestly implement the provincial company, the city bureau of work requirements, to speed up the development as the main line, with “growth, efficiency” as the center, vigorously promote the postal financial business growth mode transformation, seriously do a good job in financial business development such as and achieved some results. Here is the summary:

One, the main business indicator completes the situation

(a) balance scale continuous growth, structural adjustment produced results by years at the end of November, in the postal agency financial savings balance scale up to 24.635 billion yuan, more than net increase of 3.149 billion yuan, at the end of the current balance of 3.224 billion dollars, than net increase of 501 million yuan, at the end of living than flat compared with last year. Reached 1.591 billion yuan, city bureau agent financial business scale than net increase of 307 million yuan, at the end of the current balance of 460 million dollars, than net increase of 109 million yuan, end of metro live than reached 29%, than at the end of last year increased by 2%.

(2) the financial revenue growth in the November 1 - realized total postal agency financial revenue of 280.4267 million yuan, 109.82% of the plan is completed, up 41.13% from a year earlier, the province first. Among them, the 110.5% of the total annual plan for the company's financial services in the january-november period was 43.14 percent from the same period last year, the first in the city.

(3) the monthly drop in interest costs by developing demand, develop intermediary business, reduce long-term deposits in 235, has maintained a good downward trend in the servicing costs, servicing costs, from 3.1% in January 09 monthly decline, of servicing costs by 1.96% in November, the year fell by 1.14%. The cost of paying for the market fell from 2.72 per cent in January 20xx to 1.73 per cent in November, down 0.99 percentage points from the start of the year.

(4) the completion of key marketing projects

As of November, the total area insurance business was 12.43 billion yuan, up 37.45 percent from the same period last year, the largest in the province. The postal agent insurance is 987 million yuan, accounting for 79 percent of the total premium. From the development of the whole area, the total sales amount of the outstanding postal bank in the development of the insurance business in the whole district is 285 million yuan. With the promotion of the insurance training camp in the early stage, the city's insurance business was completed in November with a total of 5.32 million yuan, and the development of the insurance business in the city was fully launched.

As of November, the total area fund, wealth management and government bonds sold 525 million yuan, of which 269 million yuan was sold, accounting for 51 percent of the total sales. National debt is unique among this year's financial management products, is a highlight of this year, the district mail silver accumulative total sales of 403 million yuan, accounting for funds, financial management, national debt up to 77% of total sales. The postal service sold 22.5 million yuan, or 55.7 percent.

At the end of November, the period of fixed deposit pressure of the two years (inclusive) of the two years (inclusive) of the total area of the region was 27.23 billion yuan, down 554 million yuan for the whole year. The total balance of the two years (including) in the district is 8.2%.

As of November, the total area of nantong district increased by 4,318, and the balance was 11096.98 million, and the card activation rate was 84.76%. Among them, there were 2,834 posts in the postal service, 553 of the city's postal service, and the number of posts reached at the beginning of the year.

As of October 31, the green card village 349 green card village was built, and 70.2 percent of the completed plan was 87.11 percent of the 311 completed programs.

Second, the main work completes the implementation situation

(1) to promote the expansion of the regional agent financial business in terms of inter-annual competition. Earlier this year, the district mail silver fusion linkage, actively carry out the maximal competition and competition activities, geographically, full launch, has obtained two competitions. At the end of march in the financial business the maximal competition during the cumulative net. 56 one hundred million yuan, net increase ranked the first, the current balance of net gain of $1.157 billion. The insurance business has sold 10009.6 million yuan during the annual competition, a 32% increase over the same period last year, and the insurance business is the no.1 in the province. In 1 to 2 months of this year at the same time in the activities, the overall developing savings business, carry on the past years post office development spirit of “four thousand”, in the game the cumulative net one-year next time deposit of 4.583 billion yuan, for the whole financial business development has laid a good foundation for this year. In the competition earlier this year, the measures were implemented, organized and highlighted. Metro YingYeJu launch a full strength, actively carry out “walk thousands of thousands of households” activities, through a “fu” “couplet” to the home, continuously expand new ChuYuan, urban competition of the maximal net increase of 396 million yuan, the cumulative balance of urban exceeding RMB 2 billion, changed the past stagnated for many years the city post office development situation; Rugao bureau has made full use of the function of the postal service of love, and has been fully mobilized and promoted by the door-to-door, which has been the first to break the 6 billion yuan on February 9. Tongzhou plan contest work seriously, through the use of a variety of media publicity of post office business, joint company to carry out the “buy insurance to send mobile phones” promotional activities, such as mail silver development hand in hand, the global weighted total balance is 946 million yuan, the total financial business as the only complete the city bureau of competition of the maximal weighted total balance to index of the unit; Some agency through the insurance business and personal salary commensurate evaluation and increase the propaganda, the authority personnel linked to network assessment measures, such as the maximal accumulative total sales of insurance, 206.0121 million yuan during the race. Was held on October 27, mail silver on both sides of the maximal 09-10 years competition mobilization meeting, the deployment to a new round of competition, sets out a new way to the nantong area, the maximal competition and the current matching scheme, has been clear about the season financial business development goals, to the maximal competition in the postal net increase of 4.7 billion yuan, the total balance to a net gain of $5.3 billion.

(2) we will focus on the business structure, and actively promote the “integrated linkage, transformation and efficiency” competition. In 09 - October 4 basic financial business linkage transformation, increase efficiency “fusion” competition, wealth management with current class (including insurance) as the basic goal, the payroll, shang hui green, green card, card, cartoon, settlement, POS, 235 deposit to reduce, post office message, business as a 10 key marketing project. Competition, financial business bureau daily reporting agencies competition schedule, summarizes the experiences of the promotion of competition, and case in time, stick to coordinate monthly bank held “fusion linkage transformation, increase efficiency” in the competition, advance will contest work made phased achievements. At the time of the competition, the municipal bureau of postal services increased 78,714 million yuan in demand balance and won the foundation of the competition. The total postal pressure reduction of the postal service in the district was $149 million over two years, and the business structure was gradually improved to effectively reduce the cost of paying interest. The whole district company's business is full of the business balance of the postal agent company which reaches more than 10% of the total balance of the postal bank. At the same time, in order to promote mail silver to pay special attention to the basic financial business and credit, the company's business, such as bank of new business development, mail silver both sides since August 31 October 1 solstice has carried out in six key business development as the goal of project activities, activities promote the key business development, also has realized the mail silver more integrated and coordinated development. Tournament campaigns to promote the project, we according to actual situation, formulate measures the delivery personnel in the development of credit business, and mobilization to decorate, held a meeting in the downtown and the delivery team one by one, organized and stable cross and training. During the competition, the whole district postal development credit business was 8534.10,000 yuan, accounting for 21 percent of the total number of posts, reaching the target requirements of the competition.

(3) the theme of the development of postal and silver integration, the coordinated development of postal and silver. This year, we earnestly implement the provincial company, ShengHang mail silver integration requirements for the development of new mechanism, adhere to the regular mail silver to coordinate system, and earnestly do a good job in coordinating communication with the bank many times call the bank and the relevant departments serious organizational learning, the provincial company, ShengHang mail silver fusion development related mechanisms and measures, and cooperative bank revised the nantong area mail silver development new way. In June, we cooperated with the bank to provide the credit card to the whole district postal staff. At the same time, study the implementation of the provincial company, ShengHang income distribution way, to carry out the personnel to do the whole mail silver check of income distribution and income distribution concrete work, corrected in the income distribution have been some wrong practices. Called mail silver both related personnel such as the mail which income distribution meeting, some specific work on income distribution made further clear, and cooperate with the bank of income and distribution work conducted a business training, further standardize income distribution work, promote the fusion, mail silver coordinated development. This year, we enhance cooperation and coordination of bank to achieve the data sharing, adhere to the “six coordination mechanism”, “six unity” principle, strengthen the mail silver cooperation, jointly promote the postal financial business development. At the same time, we should strengthen communication with the Banks and properly handle the issues that Banks need to coordinate in a timely manner to ensure the coordinated and steady development of the postal service.

(4) to strengthen management as the core, and conscientiously implement the rules of financial management. Is post office bank years after the establishment of independent operation, the first year of agent financial business development task is very heavy. In accordance with the requirements of the municipal bureau, we will cooperate with the bank to handle the management of the financial business at the same time. We adhere to the coordinated bank held once a month, head of the branch to contact post office money management meeting, key points in financial business management reported the existence of the problem and implement corrective actions. To coordinate the measures of the district risk compliance competition, and to do a good job in the research of the business theory of finance business in the whole district. Earnestly implement the rectification of the supervisory work for bank check problems, set up a mail silver allots jointly formulate business files, to ensure that the normal conduct of global business management, business management.

Third, the problem that exists in the development of agent financial business

1, business structure adjustment, is a tough job, by the end of November in the postal net increase of 501 million yuan, the current net balance though but live than failed to synchronize to ascend, servicing cost is still in the province the first place, a long business structure adjustment.

The development of key marketing projects is slow and insufficient. Such as payroll has yet to reach the expected goal, financial products sales lag behind the Banks, shang hui cloth is not high, the quality of the company's business development is still not a breakthrough, and so on.

The marketing system is not fully in place, the professional marketing work is still to be strengthened, and the customer managers team is in urgent need of strengthening.

Iv. The development of finance business in 20xx

General idea is: carefully implement the provincial, city bureau of work requirements, company closely around the “scale, structure” as the center, actively carry out all kinds of competitions, vigorously promote financial business change of the pattern of economic growth, improving the management benefit, to create financial business JiangJu, promoting the development of agent financial business, nice and fast.

(1) to make full efforts, to organize and fully launch, to ensure that all tasks completed in the 20xx-10 annual competition are fully completed. Competition work has been fully developed, and the current financial business bureau as a professional business agent financial business development department, we will earnestly the start of the competition and the competition of various kinds of reporting work, timely summary to promote good experience and practices in the competition, regular analysis of progress and results of the competition, and promote the district agent financial business development to a new level, stable and rapid development of financial business agent for the coming year.

(2) vigorously develop the insurance financing business, accelerate the construction of the financial department and the financial management team. Insurance financial business is the postal savings to a higher and wider field of important channel, postal savings is an effective way to achieve financial business income continues to grow steadily. It is also an important aspect of the restructuring of postal savings and the efficiency of transformation. The next stage we will continue to increase the analysis of the market, the insurance, financial, and other products sales work earnestly, achieve scale development of financial products. The service target of a full-time account manager is a high-end customer. We will develop and maintain more high-end customer market through service. Full-time customer manager for payroll, insurance, financial management, green cartoon, shang hui, microfinance combined marketing and other kinds of products, the industry customers, group clients, wholesale market customers to focus on marketing, we should try to be in point with surface, expanding high-end customers to the post office business awareness, improve the proportion of high-end customers, provided a basis for continuous and stable development of postal financial business.

(3) to use the advantages of the Internet to do large settlement business. Focus on migrant workers, business staff and students, individual enterprises groups, such as publicity and postal savings outlets covering the most popular and convenient green card network in real time to the account, settlement, trade the highest success rate, and no annual fee, account management fees and other advantages, promote the increase of the current user. We will increase the size of the atms, and focus on accelerating the pace of the release of such businesses in large stores, business districts, schools and other places.

(4) to the project to promote the development, promote the key marketing project 20 years agent financial business development will have a lot of variables, the structure unreasonable phenomenon is still very prominent in the business. As a result, we will continue to revolve around 20 years “adjusting structure transformation, increase efficiency” for the purpose of all kinds of competitions, the key to promote payroll, shang hui cloth, effective card issuing and effective pressure drop more than two-year deposits, insurance sales projects, such as increasing current balance, reduce service costs, improve the management benefit.

(5) do the data analysis and support the development. 20 years we will fully use mail silver sharing information platform, strengthen network on income, savings, business structure, shang hui run special quality, insurance marketing activities such as thematic analysis of the project, help agencies agent financial business data analysis, provide a basis for the establishment of leadership decision-making and management goal, promote the rapid and healthy development of financial business agent.

(6) strengthen communication and coordination with Banks and constantly promote the integration of postal and silver exchanges. 20 years we will conscientiously implement the provincial company, ShengHang financial development requirements, to communication and coordination, earnestly with the Banks make the two sides need to coordinate the implement to solve the problem timely, strengthen bilateral liquidation income audit and related settlement work, should be discussed, accelerate the development of financial business together, and make good use of the post office bank brand, strengthen the financial agent business.

篇12:金融行业英文自我评价

金融行业英文自我评价

Time flies, unconsciously, we are busy running through , ushered in . Here, I make a small knot in my work in , strive to improve my shortcomings, and strive to make myself better at work in the coming year.

In business:

this year because of the new system online, the business of intensive and comprehensive, I obeyed the instructions and jobs from lag review into integrated teller. No matter what jobs, I always have maintained a good working attitude, a bank of standard strict with oneself, observe the rules and regulations, constantly remind myself to work in earnest again, carefully drawn up in accordance with the head office and the branches of the various rules and regulations to operate, the compliance in the first place. Work in the review of the lag is itself to a comprehensive quality concerns and trust, I don't live up to the expectations of superior leadership to yourself, don't abuse their functions and powers, conscientious, self-denial devotion, never tired every day, read carefully the each subpoenas, see if tellers to handle business compliance, whether ZhangZiGai land cover in place, the signature is written in the writing, the elements of remittance, deposit fill ticket whether complete, resolute don't let a ZhangZi drain cover, don't get a signature sign, not to let a summons is not complete, the elements of don't give the compliance business license.

Although is not in at the front desk, but I was at the front desk of strong support, with all kinds of logistics service for the front desk, think of the front desk, snap front desk place, effectively eliminate the trouble back at home of the front desk clerk, dispense with the check-out trouble after reading the summons, reduce the workload of the teller, let them have more time and energy to deal with business, create greater economic benefits. In the meantime, I have fulfilled my duties, and fulfilled every task which I have delivered to me.

Engaged in integrated teller in near the end of day, although there are no front desk service nearly ten years, but I'm still the smooth to complete my task. As a front desk operator, I know the importance of the job, after all, I are directly with the customer, my image represents the image of the bank, I was the only warm and thoughtful service to win more customers, to achieve greater results. In actual work, therefore, I loud to communicate with customers, regulate their own services, patient honest answer customer inquiries, timely, accurate and fast to conduct all business for our customers, and according to different customer groups actively marketing line of all kinds of financial products and financial services, from the SMS payment, mobile banking, online banking, telephone banking, to “secure benefit”, “agricultural bank remit fund”, “save jintong” and so on. At the same time, I still adhere to the belief of “never too old to learn”, the use spare time to take an active part in line of business training and activities, learning new business, new knowledge, constantly with new own knowledge structure, make oneself always stand in the financial services of the first line.

In terms of safety and risk prevention: we are special industries that operate money. Our job is to deal directly with cash, so inevitably there are all kinds of risk, especially when shuttle library, so for the sake of the safety of the Banks' capital operation, I always remind yourself to strengthen their safety consciousness, learning and performance of the higher the files about safety and risk prevention, wake-up call, to provide customers with convenient financial services at the same time, also do not forget to adhere to standardized operation, to prevent the occurrence of unsafe accidents.

In my life, I have been working on a good schedule, working on time, and taking the lead in cleaning the business room. Of course, I have always maintained good relationships with colleagues, colleagues and colleagues. At the same time, in the busy work at the same time, also don't forget to bring laughter, swap out of the atmosphere, make everyone happy at their ease with various complex business processing.

Although in the past year, I made some achievements, but there are a lot of shortcomings, the quality of service, it remains to be strengthen and improve the business skills. I plan to be more active in my New Year, to be more active in my work, and to make a bigger contribution to this year's new goals. Comrades, the horns of spring action have sounded, and what are they waiting for? Let's go for it!

篇13:金融专业英文自我评价

Time flies, suddenly the students career is over, look back four years in school learning and social practice of dribs and drabs, has been to the rigorous attitude and positive enthusiasm in learning and work, although there are tears of success, also have the bitterness of failure, but increasingly fierce social competition also makes me fully to realize to become a good college students the importance of the all-round development of morality, intelligence and physique. In any case, in the past four years of striving and perfecting myself, here's a quick self-evaluation:

In thinking, active, love the motherland, abide by the laws of the state laws and regulations and various rules and regulations, a comprehensive study of marxist philosophy, deng xiaoping theory and “three represents” important thoughts such as curriculum (compulsory), actively to party members (still a).

In learning, the studious and attitude, basically firmly grasp the financial professional knowledge and skills, after school in the community imitate is Fried, did the use of what they have learned in practice; In addition to learn professional knowledge, but also pay attention to all aspects of the expansion of knowledge, a wide range of dabble in other disciplines of knowledge, so as to improve their own ideological and cultural qualities.

At work, conscientiously, in the two years of the class life committee, the work is firm, the responsibility is strong, obtains the teacher and the students the unanimous praise.

In life, form good living habits, life full and well organized, passionate and generous, honest and trustworthy, ready to help others, have good principle, can get along well with your classmates. Take an active part in extracurricular activities to enrich your experience.

Of course, I still have a lot of shortcomings, such as:

One is the contact with classmates closely enough, and classmates communication is less, the main reason is that their work and rest time arrangement is not reasonable, reduced the amount of time to communicate with classmates. Second, because my character is introverted, not very talkative, and fear to find classmates communication to disturb their rest, cause can't active to communicate with students, understand students' fitness.

The second is that sometimes the problem is not mature enough at work, which mainly shows that there is not enough courage in the job and not enough to be decisive. The main reason is lack of experience in processing, in the past study life, didn't pay attention to studying the other students in the class affairs by using the method of the good way, at the same time, their own ways, methods and existing disadvantages.

In the coming days, I will look for reasons from myself, improve my shortcomings, improve my learning methods, and strive to improve my own quality in all aspects. To be a young man who has a solid background, strong knowledge structure, strong adaptability, and a team player.

篇14:金融行业英文自我评价

xx years, in the correct leadership of party committees and administrative and global under the concern and support of various departments, we earnestly implement the provincial company, the city bureau of work requirements, to speed up the development as the main line, with “growth, efficiency” as the center, vigorously promote the postal financial business growth mode transformation, seriously do a good job in financial business development such as and achieved some results. Here is the summary:

One, the main business indicator completes the situation

(a) balance scale continuous growth, structural adjustment produced results by xx years at the end of November, in the postal agency financial savings balance scale up to 24.635 billion yuan, more than xx net increase of 3.149 billion yuan, at the end of the current balance of 3.224 billion dollars, than xx net increase of 501 million yuan, at the end of living than flat compared with last year. Reached 1.591 billion yuan, city bureau agent financial business scale than xx net increase of 307 million yuan, at the end of the current balance of 460 million dollars, than xx net increase of 109 million yuan, end of metro live than reached 29%, than at the end of last year increased by 2%.

(2) the financial revenue growth in the November 1 - realized total postal agency financial revenue of 280.4267 million yuan, 109.82% of the plan is completed, up 41.13% from a year earlier, the province first. Among them, the 110.5% of the total annual plan for the company's financial services in the january-november period was 43.14 percent from the same period last year, the first in the city.

(3) the monthly drop in interest costs by developing demand, develop intermediary business, reduce long-term deposits in 235, has maintained a good downward trend in the servicing costs, servicing costs, from 3.1% in January 09 monthly decline, of servicing costs by 1.96% in November, the year fell by 1.14%. The cost of paying for the market fell from 2.72 per cent in January to 1.73 per cent in November, down 0.99 percentage points from the start of the year.

(4) the completion of key marketing projects

As of November, the total area insurance business was 12.43 billion yuan, up 37.45 percent from the same period last year, the largest in the province. The postal agent insurance is 987 million yuan, accounting for 79 percent of the total premium. From the development of the whole area, the total sales amount of the outstanding postal bank in the development of the insurance business in the whole district is 285 million yuan. With the promotion of the insurance training camp in the early stage, the city's insurance business was completed in November with a total of 5.32 million yuan, and the development of the insurance business in the city was fully launched.

As of November, the total area fund, wealth management and government bonds sold 525 million yuan, of which 269 million yuan was sold, accounting for 51 percent of the total sales. National debt is unique among this year's financial management products, is a highlight of this year, the district mail silver accumulative total sales of 403 million yuan, accounting for funds, financial management, national debt up to 77% of total sales. The postal service sold 22.5 million yuan, or 55.7 percent.

At the end of November, the period of fixed deposit pressure of the two years (inclusive) of the two years (inclusive) of the total area of the region was 27.23 billion yuan, down 554 million yuan for the whole year. The total balance of the two years (including) in the district is 8.2%.

As of November, the total area of nantong district increased by 4,318, and the balance was 11096.98 million, and the card activation rate was 84.76%. Among them, there were 2,834 posts in the postal service, 553 of the city's postal service, and the number of posts reached at the beginning of the year.

As of October 31, the green card village 349 green card village was built, and 70.2 percent of the completed plan was 87.11 percent of the 311 completed programs.

Second, the main work completes the implementation situation

(1) to promote the expansion of the regional agent financial business in terms of inter-annual competition. Earlier this year, the district mail silver fusion linkage, actively carry out the maximal competition and competition activities, geographically, full launch, has obtained two competitions. At the end of march in the financial business the maximal competition during the cumulative net. 56 xx one hundred million yuan, net increase ranked the first, the current balance of net gain of $1.157 billion. The insurance business has sold 10009.6 million yuan during the annual competition, a 32% increase over the same period last year, and the insurance business is the no.1 in the province. In 1 to 2 months of this year at the same time in the activities, the overall developing savings business, carry on the past years post office development spirit of “four thousand”, in the game the cumulative net one-year next time deposit of 4.583 billion yuan, for the whole financial business development has laid a good foundation for this year. In the competition earlier this year, the measures were implemented, organized and highlighted. Metro YingYeJu launch a full strength, actively carry out “walk thousands of thousands of households” activities, through a “fu” “couplet” to the home, continuously expand new ChuYuan, urban competition of the maximal net increase of 396 million yuan, the cumulative balance of urban exceeding RMB 2 billion, changed the past stagnated for many years the city post office development situation; Rugao bureau has made full use of the function of the postal service of love, and has been fully mobilized and promoted by the door-to-door, which has been the first to break the 6 billion yuan on February 9. Tongzhou plan contest work seriously, through the use of a variety of media publicity of post office business, joint company to carry out the “buy insurance to send mobile phones” promotional activities, such as mail silver development hand in hand, the global weighted total balance is 946 million yuan, the total financial business as the only complete the city bureau of competition of the maximal weighted total balance to index of the unit; Some agency through the insurance business and personal salary commensurate evaluation and increase the propaganda, the authority personnel linked to network assessment measures, such as the maximal accumulative total sales of insurance, 206.0121 million yuan during the race. Was held on October 27, mail silver on both sides of the maximal 09-10 years competition mobilization meeting, the deployment to a new round of competition, sets out a new way to the nantong area, the maximal competition and the current matching scheme, has been clear about the season financial business development goals, to the maximal competition in the postal net increase of 4.7 billion yuan, the total balance to a net gain of $5.3 billion.

(2) we will focus on the business structure, and actively promote the “integrated linkage, transformation and efficiency” competition. In 09 - October 4 basic financial business linkage transformation, increase efficiency “fusion” competition, wealth management with current class (including insurance) as the basic goal, the payroll, shang hui green, green card, card, cartoon, settlement, POS, 235 deposit to reduce, post office message, business as a 10 key marketing project. Competition, financial business bureau daily reporting agencies competition schedule, summarizes the experiences of the promotion of competition, and case in time, stick to coordinate monthly bank held “fusion linkage transformation, increase efficiency” in the competition, advance will contest work made phased achievements. At the time of the competition, the municipal bureau of postal services increased 78,714 million yuan in demand balance and won the foundation of the competition. The total postal pressure reduction of the postal service in the district was $149 million over two years, and the business structure was gradually improved to effectively reduce the cost of paying interest. The whole district company's business is full of the business balance of the postal agent company which reaches more than 10% of the total balance of the postal bank. At the same time, in order to promote mail silver to pay special attention to the basic financial business and credit, the company's business, such as bank of new business development, mail silver both sides since August 31 October 1 solstice has carried out in six key business development as the goal of project activities, activities promote the key business development, also has realized the mail silver more integrated and coordinated development. Tournament campaigns to promote the project, we according to actual situation, formulate measures the delivery personnel in the development of credit business, and mobilization to decorate, held a meeting in the downtown and the delivery team one by one, organized and stable cross and training. During the competition, the whole district postal development credit business was 8534.10,000 yuan, accounting for 21 percent of the total number of posts, reaching the target requirements of the competition.

(3) the theme of the development of postal and silver integration, the coordinated development of postal and silver. This year, we earnestly implement the provincial company, ShengHang mail silver integration requirements for the development of new mechanism, adhere to the regular mail silver to coordinate system, and earnestly do a good job in coordinating communication with the bank many times call the bank and the relevant departments serious organizational learning, the provincial company, ShengHang mail silver fusion development related mechanisms and measures, and cooperative bank revised the nantong area mail silver development new way. In June, we cooperated with the bank to provide the credit card to the whole district postal staff. At the same time, study the implementation of the provincial company, ShengHang income distribution way, to carry out the personnel to do the whole mail silver check of income distribution and income distribution concrete work, corrected in the income distribution have been some wrong practices. Called mail silver both related personnel such as the mail which income distribution meeting, some specific work on income distribution made further clear, and cooperate with the bank of income and distribution work conducted a business training, further standardize income distribution work, promote the fusion, mail silver coordinated development. This year, we enhance cooperation and coordination of bank to achieve the data sharing, adhere to the “six coordination mechanism”, “six unity” principle, strengthen the mail silver cooperation, jointly promote the postal financial business development. At the same time, we should strengthen communication with the Banks and properly handle the issues that Banks need to coordinate in a timely manner to ensure the coordinated and steady development of the postal service.

(4) to strengthen management as the core, and conscientiously implement the rules of financial management. Is post office bank xx years after the establishment of independent operation, the first year of agent financial business development task is very heavy. In accordance with the requirements of the municipal bureau, we will cooperate with the bank to handle the management of the financial business at the same time. We adhere to the coordinated bank held once a month, head of the branch to contact post office money management meeting, key points in financial business management reported the existence of the problem and implement corrective actions. To coordinate the measures of the district risk compliance competition, and to do a good job in the research of the business theory of finance business in the whole district. Earnestly implement the rectification of the supervisory work for bank check problems, set up a mail silver allots jointly formulate business files, to ensure that the normal conduct of global business management, business management.

Third, the problem that exists in the development of agent financial business

1, business structure adjustment, is a tough job, by the end of November in the postal net increase of 501 million yuan, the current net balance though but live than failed to synchronize to ascend, servicing cost is still in the province the first place, a long business structure adjustment.

The development of key marketing projects is slow and insufficient. Such as payroll has yet to reach the expected goal, financial products sales lag behind the Banks, shang hui cloth is not high, the quality of the company's business development is still not a breakthrough, and so on.

The marketing system is not fully in place, the professional marketing work is still to be strengthened, and the customer managers team is in urgent need of strengthening.

Iv. The development of finance business in 20XX

General idea is: carefully implement the provincial, city bureau of work requirements, company closely around the “scale, structure” as the center, actively carry out all kinds of competitions, vigorously promote financial business change of the pattern of economic growth, improving the management benefit, to create financial business JiangJu, promoting the development of agent financial business, nice and fast.

(1) to make full efforts, to organize and fully launch, to ensure that all tasks completed in the 2009-10 annual competition are fully completed. Competition work has been fully developed, and the current financial business bureau as a professional business agent financial business development department, we will earnestly the start of the competition and the competition of various kinds of reporting work, timely summary to promote good experience and practices in the competition, regular analysis of progress and results of the competition, and promote the district agent financial business development to a new level, stable and rapid development of financial business agent for the coming year.

(2) vigorously develop the insurance financing business, accelerate the construction of the financial department and the financial management team. Insurance financial business is the postal savings to a higher and wider field of important channel, postal savings is an effective way to achieve financial business income continues to grow steadily. It is also an important aspect of the restructuring of postal savings and the efficiency of transformation. The next stage we will continue to increase the analysis of the market, the insurance, financial, and other products sales work earnestly, achieve scale development of financial products. The service target of a full-time account manager is a high-end customer. We will develop and maintain more high-end customer market through service. Full-time customer manager for payroll, insurance, financial management, green cartoon, shang hui, microfinance combined marketing and other kinds of products, the industry customers, group clients, wholesale market customers to focus on marketing, we should try to be in point with surface, expanding high-end customers to the post office business awareness, improve the proportion of high-end customers, provided a basis for continuous and stable development of postal financial business.

(3) to use the advantages of the Internet to do large settlement business. Focus on migrant workers, business staff and students, individual enterprises groups, such as publicity and postal savings outlets covering the most popular and convenient green card network in real time to the account, settlement, trade the highest success rate, and no annual fee, account management fees and other advantages, promote the increase of the current user. We will increase the size of the atms, and focus on accelerating the pace of the release of such businesses in large stores, business districts, schools and other places.

(4) to the project to promote the development, promote the key marketing project 20 xx years agent financial business development will have a lot of variables, the structure unreasonable phenomenon is still very prominent in the business. As a result, we will continue to revolve around 20 xx years “adjusting structure transformation, increase efficiency” for the purpose of all kinds of competitions, the key to promote payroll, shang hui cloth, effective card issuing and effective pressure drop more than two-year deposits, insurance sales projects, such as increasing current balance, reduce service costs, improve the management benefit.

(5) do the data analysis and support the development. 20 xx years we will fully use mail silver sharing information platform, strengthen network on income, savings, business structure, shang hui run special quality, insurance marketing activities such as thematic analysis of the project, help agencies agent financial business data analysis, provide a basis for the establishment of leadership decision-making and management goal, promote the rapid and healthy development of financial business agent.

(6) strengthen communication and coordination with Banks and constantly promote the integration of postal and silver exchanges. 20 xx years we will conscientiously implement the provincial company, ShengHang financial development requirements, to communication and coordination, earnestly with the Banks make the two sides need to coordinate the implement to solve the problem timely, strengthen bilateral liquidation income audit and related settlement work, should be discussed, accelerate the development of financial business together, and make good use of the post office bank brand, strengthen the financial agent business.

篇15:金融专业英文自我评价

I am a graduate of international finance. Back to four years in school learning and social practice of experience, I have been to the rigorous attitude and positive enthusiasm in learning and work, although there have been a successful smile, also had the bitterness of failure, but increasingly fierce social competition also makes me fully to realize to become a good college students the importance of the all-round development of morality, intelligence and physique. In any case, the past four years of striving and perfecting myself have been a brief personal identification.

In thinking, oneself active, love the motherland, love people, abide by the laws of the state laws and regulations and various rules and regulations, a comprehensive study of marxist philosophy, deng xiaoping theory and “three represents” the important thoughts, positive to the party.

In learning, the work I am studious and attitude, more comprehensive mastery of the financial professional knowledge and skills, imitate is Fried game after school attended the school organization, makes every effort to do use it; In addition to learn professional knowledge, at the same time pay attention to all aspects of the expansion of knowledge, a wide range of dabble in other disciplines of knowledge, so as to improve their own ideological and cultural qualities.

Serious and responsible at work, I, in college, a former whedon graduate classes campus recruitment agents, work steadfast, a strong sense of responsibility, the hebei whedon education institutions and one's deceased father grind students' high praise, has the good team spirit.

In life, form good living habits, life full and well organized, passionate and generous, honest and trustworthy, ready to help others, have good principle, can get along well with your classmates, take an active part in extracurricular activities constantly enrich their experiences.

Four years is like a fleeting pass, a rush too fast. Entering society is not an end, but a new beginning. I will continue my efforts to improve myself and create another peak.

篇16:金融专业英文自我评价

I have strong instruction, management and coordination ability. In guiding the work, always take the relevant document spirit seriously, think carefully, draw up a set of work plan; Then solicit opinions from all sides, brainstorm, combine the spirit of the document with the actual situation, and combine the wisdom of the individual with the wisdom of the collective. In the process of work, insist on command, the emphases and difficulties for work, seize the main contradiction, targeted to solve the problem, solving contradiction, firmly grasp the initiative in work. In management, adhere to the hosted at the beginning of every month for and assist the department head meeting, listen to the work report last month, the month work arrangement plan; To carry out the inspection of the internal control system of the business room and the external management system once a month, strengthen the management and supervise the implementation of the internal control system. In the coordination work, we insist on putting people first, make full use of human's subjective ability and team spirit, and work together to accomplish complicated and arduous tasks.

To be familiar with and master the financial policies and laws and regulations of the state, and to carry out the practice in a better way; To coordinate all aspects of the relationship in a better way, to fully mobilize the employee's enthusiasm for the work and to complete the complicated tasks. Strong verbal ability, high writing skill and strong verbal ability; The higher level of cultural knowledge, the higher level of professional theory and the basic skills required for the job; Ability to identify problems, summarize experience, make recommendations, and be able to handle and solve problems independently; The work experience is richer, the knowledge is wider.

Over the past year, I have chaired a financial institution anti-money laundering work conference, foreign exchange management symposium, economic and financial operation analysis, coordination of the county government work symposium held the national Treasury. At the meeting, organization learning about financial policies, respectively, the “a two way”, the foreign exchange management policy, the financial macro-control measures, account management, cash management and Treasury management regulations of conduction to the financial institutions and the relevant departments, and notify the relevant work situation, analysis of existing problems, put forward the improvement opinion, better play a role of the grassroots people's bank of China monetary policy transmission and window guidance role.

In early , I organized the middle class cadres to study “four laws” and take the exam. By organizing study and examination, we have raised the level of financial law and regulation of the middle level cadres and the ability of the administration in accordance with the law.

According to the scope of responsibilities and assisting work duties, and the higher the requirements, over the past year, I organized to carry out the cash management of examination, “loan registration information system management method” the implementation of inspection, the false coin collection, identification management measures for the implementation of inspection, and coordination center office inspection section of jurisdiction the designated foreign exchange Banks to carry out foreign exchange business inspection and specified in the verification carried out inspection of jurisdiction foreign trade company. Through inspection, timely discover and correct the relevant issues, to promote the financial institutions and foreign trade companies operating according to regulation and management in accordance with the law, better coordination of the relationship between the relevant aspects.

I attach importance to the theory and practice and strengthen investigation and research. Over the past year, the lower level has been over 50 times, over 30 days. On the basis of investigation and research, many problems in daily work are solved, and several theoretical studies and research articles have been written. Among them: “to the concept of scientific development to guide the financial work, analyzes the huidong came against the concept of scientific development in the history of blind make development zone to the economy, causing serious loss of financial problems, this paper expounds the” clear financial restrictions, of the key development areas and support the development of scientific grasp the supply of credit, credit steady and rapid growth, to improve the people's bank of financial services “point of view. ”Insist on a good candidate, choose style of good man“, analyzed in recent years, the party and the state to punish corrupt data and corrupt process from quantitative change to qualitative change, it is concluded that the candidate is crucial to the problem of choose and employ persons of the conclusion. Explicitly pointed out: ”first of all, when the candidates should have good attitude. It is to uphold meritocracy; 2 it is to adhere to the mass line; 3 it is to uphold communist party group discussion. Second, choose style. One is to insist on to DeLiang; 2 it is to adhere to can choose and employ persons; 3 it is to adhere to regular knowledge; 4 it is to insist on performance alone; five is to insist on to cheap selection“ point of view. ”Some thinking about the current foreign exchange management policy“, based on the practice base for the management of foreign exchange, the five aspects involved in the current foreign exchange management policy seriously thinking about the problem, and puts forward some proposals to improve foreign exchange management. ”About promoting the coordinated development of county economy and financial thinking“, analyzes the huidong economic and financial development uncoordinated performance and its reason, put forward six Suggestions to promote the coordinated development of county economy and finance

篇17:金融行业英文自我评价

Time flies, unconsciously, we are busy running through xx, ushered in xx. Here, I make a small knot in my work in xx, strive to improve my shortcomings, and strive to make myself better at work in the coming year.

In business: this year because of the new system online, the business of intensive and comprehensive, I obeyed the instructions and jobs from lag review into integrated teller. No matter what jobs, I always have maintained a good working attitude, a bank of standard strict with oneself, observe the rules and regulations, constantly remind myself to work in earnest again, carefully drawn up in accordance with the head office and the branches of the various rules and regulations to operate, the compliance in the first place. Work in the review of the lag is itself to a comprehensive quality concerns and trust, I don't live up to the expectations of superior leadership to yourself, don't abuse their functions and powers, conscientious, self-denial devotion, never tired every day, read carefully the each subpoenas, see if tellers to handle business compliance, whether ZhangZiGai land cover in place, the signature is written in the writing, the elements of remittance, deposit fill ticket whether complete, resolute don't let a ZhangZi drain cover, don't get a signature sign, not to let a summons is not complete, the elements of don't give the compliance business license. Although is not in at the front desk, but I was at the front desk of strong support, with all kinds of logistics service for the front desk, think of the front desk, snap front desk place, effectively eliminate the trouble back at home of the front desk clerk, dispense with the check-out trouble after reading the summons, reduce the workload of the teller, let them have more time and energy to deal with business, create greater economic benefits. In the meantime, I have fulfilled my duties, and fulfilled every task which I have delivered to me.

Engaged in integrated teller in near the end of day, although there are no front desk service nearly ten years, but I'm still the smooth to complete my task. As a front desk operator, I know the importance of the job, after all, I are directly with the customer, my image represents the image of the bank, I was the only warm and thoughtful service to win more customers, to achieve greater results. In actual work, therefore, I loud to communicate with customers, regulate their own services, patient honest answer customer inquiries, timely, accurate and fast to conduct all business for our customers, and according to different customer groups actively marketing line of all kinds of financial products and financial services, from the SMS payment,, mobile banking, online banking, telephone banking, to ”secure benefit“, ”agricultural bank remit fund“, ”save jintong“ and so on. At the same time, I still adhere to the belief of ”never too old to learn", the use spare time to take an active part in line of business training and activities, learning new business, new knowledge, constantly with new own knowledge structure, make oneself always stand in the financial services of the first line.

In terms of safety and risk prevention: we are special industries that operate money. Our job is to deal directly with cash, so inevitably there are all kinds of risk, especially when shuttle library, so for the sake of the safety of the Banks' capital operation, I always remind yourself to strengthen their safety consciousness, learning and performance of the higher the files about safety and risk prevention, wake-up call, to provide customers with convenient financial services at the same time, also do not forget to adhere to standardized operation, to prevent the occurrence of unsafe accidents.

In my life, I have been working on a good schedule, working on time, and taking the lead in cleaning the business room. Of course, I have always maintained good relationships with colleagues, colleagues and colleagues. At the same time, in the busy work at the same time, also don't forget to bring laughter, swap out of the atmosphere, make everyone happy at their ease with various complex business processing.

Although in the past year, I made some achievements, but there are a lot of shortcomings, the quality of service, it remains to be strengthen and improve the business skills. I plan to be more active in my New Year, to be more active in my work, and to make a bigger contribution to this year's new goals. Comrades, the horns of spring action have sounded, and what are they waiting for? Let's go for it!

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