PWM Investment Advisor (Part-Time/Intern)

Responsibilities:

• Familiarize with financial business, communicate business needs, organize materials, and be proficient in the stock market.
• Familiarize with company/institutional business, communicate business needs, and organize materials.
• Assist customers with asset allocation requirements, and communicate internal relevant strategies.
• Regularly collect and organize internal information, jointly discuss business optimization models, and help with business development.
• Collect and organize relevant industry dynamics and business information to provide support for departmental decision-making.

• Bachelor's degree or above, with internship experience in Finance/Securities industry or proficient in English communication during work preferred.
• Strong communication and execution capabilities, team spirit, and independent insights into investment.
• Strong responsibility, self-motivation, and meticulous work.
• Able to work at least 3-4 days a week.