选拔工作突出国际化、高端化、市场化，聚焦海外、领军、青年三类重点金融人才，每年选拔20名左右的具有全球视野、通晓国际规则、熟悉金融运作、勇于金融创新的海外金融人才，授予“海外金才”称号；每年选拔40名左右道德素质过硬、专业贡献重大、团队效应突出、引领作用显著的领军金融人才，授予“领军金才”称号；每年选拔60名左右专业水平高、综合素质强、工作业绩优、发展潜力大的青年金融人才，授予“青年金才”称号。同时，在“三类金才”中进一步好中选优，推荐参加中央和上海“千人计划”、上海领军人才、上海青年英才等重大人才开发计划的选拔。入选的人才将在三年的培养周期中获得一定资金资助，用于项目调研、国内外交流合作与研修培训等，可优先参与上海金融人才培训基地和实践基地的开发锻炼，参与陆家嘴论坛等交流活动，享受有关人才政策支持。2016年，共选拔出上海海外金才17名、上海领军金才39名、上海青年金才50名，其中入选上海“千人计划”3名、上海领军人才8名、上海青年英才8名。

2017年“三类金才”选拔工作自4月启动，经过网上申报、资格初审、微信投票、专家网上评审、专家现场评审、广泛征求意见、社会公示等环节，到9月公布结果。据悉，今年的选拔工作将在更加突出金融行业特点，着重体现广覆盖、专业性。一是参与发动范围更广泛。在人民银行上海总部、上海银监局、上海证监局、上海保监局的大力支持下，在银行、证券、期货、基金、保险同业公会，小额贷款、股权投资、互联网金融、融资担保等行业协会和金融业联合会的积极配合下，今年的“三类金才”选拔将基本实现在沪近2000家持牌金融机构和类金融机构的全覆盖。二是金融人才评选更专业。在专家评委构成上进一步完善，组建由政府人才主管部门、金融管理部门专家领导，重点金融机构领导、重大人才计划专家、人力资源负责人，以及知名金融学者、财经类媒体代表、行业协会、人才中介服务机构专家等组成的金融人才专家评委库，确保“三类金才”评选的权威性和专业度。在评选标准上，将金融人才对国际金融中心建设贡献度、岗位行业紧缺度、职业道德和合规尽职情况，以及个人纳税、薪酬水平、职务等人才市场价值因素作为重要参考依据。

同并附上三类金才申报详情及资助办法。

2.三类金才申报通知.pdf

3.三类金才资助办法.pdf

为加快推进上海国际金融中心建设，帮助上海金融机构引进海外优秀金融人才，受上海市金融工作党委、上海市金融服务办公室委托，本协会对2016年上海海外金融人才招聘岗位进行集中发布。本次海外金融人才招聘岗位集中发布活动共包括6家金融机构（上海证券交易所、上海清算所、国泰君安、海通证券、太保集团、太平人寿）、33个职位，计划引进50名左右海外优秀金融人才.

职位涵盖各类金融相关领域：

1. 财务总监，风控总监，技术总监

2. 国际业务部 董事总经理，高级客户经理

3. 资本市场风控岗，金融产品开发岗，驻外机构代表

4. 审计师，网络金融，国际结算管理，衍生品计量岗，

5. 投资风险高级经理，全球资产配置，大数据工程师等

详情请点击下方附件下载具体岗位列表。

有意者请将个人简历以邮件主题“应聘单位—所在国—信息来源”（例如，“国泰君安—加拿大—CCFA官网”），发送至各金融机构招聘邮箱（见附件），并同时抄送至上海市金融工作党委、上海市金融服务办公室本次活动专用邮箱shjrzp@163.com。此次招聘活动信息有效期至2017年1月31日止。

欢迎各位海外优秀金融人才踊跃报名！

附件：2016年上海海外金融人才招聘岗位需求表

    上海海外招聘需求表.pdf

加中金融协会

2016年11月29日

Event Details

Information Session

Official Registration Link: 

http://www.rotman.utoronto.ca/Home/Degrees/MastersPrograms/MasterofFinance/GettingIn/AdmissionsEvents/20160809_MFin_Info

Official Registration Link: 

http://www.rotman.utoronto.ca/Home/Degrees/MastersPrograms/MasterofFinance/GettingIn/AdmissionsEvents/20160809_MFin_Info

Event Details

Information Session

Official Registration Link: 

http://www.rotman.utoronto.ca/Degrees/MastersPrograms/MasterOfFinance/GettingIn/AdmissionsEvents/20160511_MFin_Info.aspx

Official Registration Link: 

http://www.rotman.utoronto.ca/Degrees/MastersPrograms/MasterOfFinance/GettingIn/AdmissionsEvents/20160511_MFin_Info.aspx

Topic: Digital Personalization - The Secret to Client Engagement & Loyalty

Speaker: Janice Liu, Senior Manager, Digital Strategy & Sales at CIBC

CCFA was honored to have Janice Liu, Senior Manager of CIBC Digital Strategy & Sales, to give a Lunch & Learn talk on Friday, March 11th, 2016. Janice shared her insights on digital personalization – the art of connecting with customers from behind a screen.

Janice leads the Digital Personalization & Campaign Optimization team which develops and executes personalization strategies to achieve digital fiscal sales across CIBC’s digital channels, such as CIBC.com, mobile and mobile app. Janice has over 7 years of experience in digital marketing. Her experience spans various industries from consulting, marketing and fashion wholesale. She successfully launched her own e-commerce business in 2011. Janice is passionate about technology and leveraging digital interactions to drive client-centricity.

Janice started her talk introducing the Consumer Funnel marketing model, which illustrates a consumer journey from the moment a product attracted consumer attention to the action of purchase. The shape and time span of the “funnel” vary depending on both the consumers and the nature of products. The model is useful as it provides a method to track the behaviour of customers and events that trigger the following stages. With better understanding of customers, digital marketers will build better personalization strategies on each stage.

From CCFA Communication, by Amy

Event Details

Information Session

Official Registration Link:  http://www.rotman.utoronto.ca/Degrees/MastersPrograms/MasterOfFinance/GettingIn/AdmissionsEvents/20160413_MFin_Info.aspx

Official Registration Link:  http://www.rotman.utoronto.ca/Degrees/MastersPrograms/MasterOfFinance/GettingIn/AdmissionsEvents/20160413_MFin_Info.aspx

Registration Link: 

http://www.rotman.utoronto.ca/Degrees/MastersPrograms/MasterOfFinance/GettingIn/AdmissionsEvents/20160316-Finance-Lab.aspx

Topic: China: What happened & what’s next?

CCFA has successfully held another lunch-and-learn event on Friday, February 12^th, 2016. We were honored to have Dr. Yanan Wu as the speaker, who is the Chairman and founder of Zhen Rong Bao (ZRB), an Internet+ financial products designed for retail investors. Yanan shared his insider’s observations on Chinese capital market and economy and the impact on global investment opportunities. Around 40 financial professionals attended the event. The talk was well received and ended with an animated Q&A session showing very good feedback from the audience.

The phenomenal but abnormal growth of Chinese stock market has brought huge investment opportunities. However, Yanan used the analogy of “Mad Bull” to describe the illusional Chinese bull market backed by the excessively high leverage. Bubbles eventually burst in 2015. Yanan discussed the three phases of A-share crashes and its aftermath, highlighting events such as liquidity squeezing, RMB daily floating band widening and circuit breaker.

In the last section of the speech and during Q&A, Yanan focused on the importance of combination of alternative asset management and internet opportunities. With diversification of investment portfolio and usage of rapid growth of mobile internet technology, the coming year in China is sure to be full of challenges and opportunities.

Topic: Valuation – an Art or a Science

Speaker: Rebecca Pang, CFA, CIBC

CCFA has successfully held another lunch-and-learn event on Thursday, November 27^th, 2015. We were honored to have Rebecca Pang, Senior Director of CIBC Channel Strategy and Analytics. Rebecca shared her insights on business valuation and valuation process in Mergers and Acquisitions, Investment Banking and Strategy & Corporate Development areas. Around 40 financial practitioners and professionals participated in this event. The talk was well received and ended with an animated Q&A session showing very good feedback from the audience.

After a warm opening remark about Rebecca’s background by Dr. Laurent Wu, the moderator of the lunch and learn event, Rebecca began sharing her thoughts on the importance and applications of business valuation, the arts and science sides of the valuation, and the career option at the end.

Recent days, valuation matters more than ever – valuing a company before make a stock investment, valuing a franchise business for purchase, watching the recent booming of M&A with valuations getting back into the dangerous zone, etc. At first, Rebecca highlighted the importance of valuation in areas of Risk management, PE/ Investing, Tax, Mergers & Acquisition, Business Case, Strategic Planning, Litigation, Investment Decision and Fairness Option.

Then she introduced the Science aspect of valuation such as the Definition of Fair Market Value, Key Valuation Methodologies - Market approach, Income Approach, Cost Approach and Leveraged Buyout including various approaches of Comparable, Precedent, DCF, Discount rate/WACC, Terminal Value. On the other hand, valuation is also considered as an Art. Rebecca explained various valuation approaches – the tools depending on industry differences, Discounts and premiums, Historical F/S adjustments, Inclusion of synergies and Intangibles.

In the last section of the speech, Rebecca provided an introduction of business valuation certification information. Rebecca finished her speech with an overview of different career paths of valuation professionals which actually helps the audiences to have an even clearer idea about future development as a business valuation professional.

From CCFA Communication