
Senior Account Manager--Transaction Solutions并购保险
- Shanghai
- Permanent
- Full-time
- Engagement of external distribution channels (lawyers, investment banks, fund managers, accounting firms and private equity firms) and internal client service teams to develop relationships with clients and prospects.
- Advisory and delivery of TS solutions (primarily W&I insurance) on M&A transactions (whether China-based or offshore).
- Placement of W&I insurance solution on M&A transactions for sophisticated clients.
- Preparation of presentation materials, the collection of data and other collateral for business development and specific deals.
- Assist the broader AMATS team on various proposals and execution aspects of Transaction Advisory Services and Human Capital M&A.
- Require occasional travel to visit clients and support producer and sales activities.
- 5-10 years in an M&A investment-banking team or Big4 M&A / FDD practice, lead execution on at least 1-2 closed transactions.
- Familiarity with transaction documents such as sale and purchase agreements, knowledge of the due diligence process and warranties and indemnities.
- Strong people skills with the agility to balance competing interests to secure optimal outcomes and resolve conflict constructively.
- Clear logics and persuasive presenter with sharp commercial acumen and exceptional English and Mandarin.
- Proven ability to run multiple concurrent workstreams under pressure while maintaining meticulous attention to detail.
- Demonstrated stamina for high-velocity mandates and a collective commitment to advancing solutions.
- Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint), strong cross-functional collaboration skills.
- Preferred: High-growth profile (strong network and proven ability to originate business within 2-3 years); CPA, ACCA, CFA, or legal bar holder will be an added advantage.
- Permanent position with opportunities for career growth in the insurance industry.
- Collaborative work environment in Shanghai with a focus on professional development.
- Exposure to high-profile M&A transactions and industry clients.