Total financial working experience of more than 6 years, 3-4 years of investment experience, 3-4 years of relevant working experience; Education: bachelor degree or above, MBA or related master degree preferred, major in business administration/finance/economics/marketing/accounting/statistics/financial management.

1. Improve the professional level of the company's private bank consultants and branch account managers, and support or promote the professional services for wealth clients in the investment field according to the relevant professional methods and systems of the head office's investment advisory services;

2. Responsible for cultivating the professional ability of the company's private bank consultants and branch account managers, planning and organizing the implementation of relevant professional training;

3. Analyze and explain the front line's professional investment market once a week to help front-line colleagues have a deeper understanding of each investment market;

4. Regularly research and analyze domestic and foreign economies and various markets, analyze and evaluate products, and comprehensively apply them to asset allocation;

5. Assisted the branch in in-depth marketing of wealth customers and private bank customers, participated in customer talks, and assisted in providing comprehensive financial services such as asset allocation, wealth protection and inheritance, and financing;

Understand the business and products of the group's subsidiaries, and promote the cross-selling of the group's investment products under the premise of compliance.