Financial Planning Intern

<p>Job Responsibilities</p><ul><li>Assist in collecting and organizing customers' financial data, conducting preliminary analysis and archiving, and ensuring data integrity and accuracy.</li><li>Conduct market research, track the latest trends in financial products and services, and compile and analyze reports to support financial planning and decision-making.</li><li>Under the guidance of the supervisor, participate in the analysis of the customer's financial situation, and assist in formulating personal financial planning advice.</li><li>Assist in writing financial reports and investment advice letters, clearly presenting the contents and expected benefits of the plan.</li><li>Support team and customer communication process, provide logistics and administrative assistance, improve service efficiency and customer satisfaction. </li></ul><p> Work requirements</p><ul><li>College degree or above, majoring in finance, accounting, business management or related fields are preferred.</li><li>Have basic financial analysis concepts, interested in financial planning and financial products, and willing to deepen your learning.</li><li>Proficient in Microsoft Office software, especially Excel and Word, with good data organization and document processing skills.</li><li>Have good communication skills and service awareness, and be patient in responding to internal collaboration needs and basic customer inquiries.</li><li>Work attitude is serious and responsible, with a team spirit, and I can complete assigned tasks on time under guidance.</li></ul>