Responsibilities

The Relationship Manager Trainee (the "RM Trainee") aims to systematically cultivate future leading talents in customer relationship management. Through an 18-month & three-stage rotational internship, you will gain a deep understanding of the entire business process of the company's front, middle and back offices, and gradually grow into professional customer relationship managers with the ability to design customer insight solutions and cross-departmental collaboration。

Cultivating Path

• 1st Stage: Enter the Investment Research Department or the Product Management Department to learn the logic of asset allocation and product evaluation methods.

• 2nd Stage: Enter the Platform Operation Department or Asset Allocation Department to understand the support of the transaction execution account management system.

• 3rd Stage: Under the guidance of Senior RM, participate in core tasks such as designing customer demand interview plans and maintaining relationships.

Requirements

• Have bachelor's degree or above, majoring in finance, economics, mathematics or management is preferred.

• Experience in investment research, financial securities, financial derivatives analysis or related financial fields are preferred (outstanding fresh graduates are welcomed).

• Deep understanding and professional interest in capital markets and financial securities, knowledge of financial derivatives and financial modeling, and proficiency in analytical tools such as Excel and Python are preferred.

• Possess excellent logical thinking learning ability and cross-departmental collaboration awareness.

• Good communication and expression ability, with a good sense of customer service and responsibility.

• Fluent in English, capable of using it as a working language, and able to edit emails and reports in English.

• Possess a strong sense of responsibility, self-motivated and stress resistance, and be meticulous and conscientious in work.