Job Responsibilities:
1.Responsible for developing and maintaining overseas asset allocation
business for high-net-worth clients;
2.Provide professional investment and wealth management advice and16
recommend products according to client needs;
3.Regularly communicate with clients to understand the latest market
dynamics and client needs, and adjust investment strategies;
4.Analyze investment market trends and provide high-quality overseas
asset allocation plans for clients;
5.Participate in company project discussions and put forward suggestions
to improve customer satisfaction.
Job Requirements:
1.Bachelor's degree or above in finance, economics, or related majors;
2.At least 3 years of work experience in the financial industry, with priority
given to those with experience in developing and serving high-end clients;
3.In-depth understanding of overseas markets and mastery of knowledge
related to overseas asset allocation and investment;
4.Excellent client communication and negotiation skills, able to accurately
understand and convey client needs;
5.Good written and verbal communication skills;
6.Proactive in work, with good team spirit and strong pressure resistance.