Financial Management Trainee

Job information

2. Provide professional financial advice and design a global asset allocation plan based on the client's investment needs, covering products such as trusts, funds, real estate, and investment immigration;

3. Participate in market promotion and training activities organized by the company and cooperation institutions, as well as through personal network expansion and social resources, effectively expand target markets and customers;

4. Discover the cooperation intentions of various institutions, integrate the resources of various cooperative institutions, and sign channel institutions;

5. Customer account opening, demand mining and follow-up implementation, solving customer needs, and ensuring business project implementation;

6. Complete work reports and related business presentations.

7. Complete other tasks assigned by the leader.

Requirements:

1. Overseas study or bachelor's degree or above, majoring in finance and economics;

3. Have high net worth clients, trusts, family offices, and overseas Immigration investment experience, etc. Priority;

4. Excellent communication and expression skills, coordination, team spirit, strong internal drive, integrity, and sunshine; 4. Positive, optimistic, and hard-working, result-oriented, strong execution ability, and high work efficiency;