Main responsibilities

• Assist in analyzing the customer's financial situation, understand customer needs and financial goals.

• Support wealth planning consultants in preparing client reports, submitting recommendations and financial plans.

• Participate in market research to understand current investment trends and related products.

• Assist customer relationship management, maintain good interaction with customers.

• Assist in preparing financial documents and reports to ensure data accuracy.

• Participate in internal training and industry seminars to enhance financial planning professional knowledge.

Employment qualifications

• University students or graduates, finance, economics, business or related professional background is preferred.

• Have good communication skills and team spirit.

• Strong interest in wealth management and investment, willing to learn new knowledge and skills.

• Familiar with Microsoft Office and data analysis tools.

• Have good organizational and time management skills.