工作职责：

1. Introduced platform products and services, and provided comprehensive solutions according to customer needs, including life cycle analysis, financial planning, cash flow analysis, etc.;
2. Connect with internal resources and external institutions, and provide a package of inheritance, tax and immigration solutions;
3. Follow up with the investment manager to understand and explore customer needs;

任职资格：

Professional Knowledge:
1. Understand the wealth management business, and be familiar with the investment needs and directions of client groups;
2. Familiar with the concept and knowledge of wealth management, and have the planning ability to analyze customers' needs professionally;

Skills and Abilities:
1. Good Mandarin and English skills
2. Excellent interpersonal skills, good at communication and communication;
3. Able to work under pressure, proactive and confident.

Personal Qualifications:
1. At least 3 years relevant working experience in private banking, personal client service and private wealth management experience is preferred;
2. Graduated from top universities, majored in science or finance;
3. Highly enthusiastic about the wealth management industry, strong learning ability, diligence and self-discipline.