岗位描述
岗位职责
● Assist in supporting the development of institutional clients, corporate clients, and channel business
● Support product design, development, and promotional processes
● Participate in roadshow execution and collaborate with business teams to organize product promotion events
● Assist in post-investment client services, follow-ups, and relationship maintenance
● Coordinate with the mainland market team to ensure business alignment and operational efficiency
1、协助机构客户、企业客户、渠道业务的推广工作;
2、辅助产品设计、开发、宣传等工作;
3、配合路演活动执行,协助各业务线协同组织产品推介等活动;
4、协助客户投后业务、跟踪及后续服务工作,维护客户关系;
5、与境内市场团队做好业务对接。
岗位要求
● Full-time Master’s and PhD candidates graduating between January 2026 and Summer 2027;
● Degree holder of Finance, Economics, Accounting, Marketing, or related fields
● Solid knowledge of securities and finance; candidates who have passed related HKSI licensing exams or SFC license applicants are preferred
● Strong coordination, communication, and interpersonal skills
● Highly motivated, team-oriented, and able to work under pressure
1、面向2026年1月至2027年夏季毕业的全日制硕士研究生及以上学历应届生;
2、金融、经济、财会、市场营销等相关专业;
3、掌握相关证券金融知识,通过HKSI考试或有意申请香港证监会(SFC)持牌资格者将获优先考虑;
4、具备较强的协调、沟通和表达能力,以及良好的人际关系维护能力;
5、具备敬业精神及团队合作精神,能够适应高强度工作要求。