Job Responsibilities

· Analyze customer investment portfolios, financial trends and economic data, and produce actionable insights to enhance the effectiveness of financial advisory services.

· Participate in business development plans, identify market opportunities, optimize customer interaction modes, and co-drive strategy execution.

· Create professional presentations, financial models, and strategy proposal documents for internal discussions or client communication, showcasing solid analysis and expression skills.

· Learn and practice consultative communication skills, build long-term customer relationships, and ensure high-quality service experiences.

· Actively participate in training courses covering financial product knowledge, consulting frameworks and business strategy modules, and continuously enhance professional strength.

Work requirements

· Have a high interest in wealth management, financial planning, and business consulting fields.

· Have good analytical skills, pay attention to details, and be able to effectively solve problems.

· Have excellent communication and interpersonal interaction skills, and are good at team building.

· Proactive and eager to learn, and expect rapid growth in a high-performance environment.

· Mandarin fluency is preferred; those with valid visa status (such as high talent, outstanding talent, IANG, dependents) may be given priority.