职位描述
职位描述:
1.Assist in exploring and seizing cooperation opportunities with strategic customers (including banks, government agencies, universities, etc.), and make every effort to promote the implementation of digital wealth management solutions. The solutions cover but are not limited to areas such as mutual funds, private equity funds, robo-advisory, bonds, bills, insurance products, and crypto assets.
2.Assist in conducting product research for the company's innovative projects, promoting the achievement of business cooperation, and being responsible for relevant project management matters, such as the AI robo-advisory project.
3.Maintain good communication with the company's middle and back-office departments to efficiently solve various problems that arise during the cooperation with institutional and corporate customers.
职位要求:
1.A bachelor's degree or above, with approximately one year of work experience. Majors in accounting or finance are preferred. Those with an MBA degree will be given priority. Candidates with professional qualification certificates such as CFA, CPA, or FRM will be preferred.
2.Graduates from universities in Hong Kong or overseas are preferred. Proficiency in English is required, and the ability to independently write English materials and conduct business communication is necessary.
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