岗位职责： 1. 协助举办客户活动、投资配置讲座或内部培训准备工作 2. 整理、分析客户数据，支持客户财富配置规划制定 3. 协助准备客户提案、报告和材料 4. 其他支持财富顾问团队的日常任务和项目 Job description： 1. Assist in organizing client events, asset allocation seminars, or internal training sessions 2. Compile and analyze client data to support the development of personalized wealth management plans 3. Assist in preparing client proposals, reports, and presentation materials 4. Support other day-to-day tasks and projects for the wealth advisory team 任职要求： 1，金融、经济、会计、数学、商科相关专业在读本科生或研究生在读 2， 对个人理财、高净值人群的财务规划有浓厚兴趣 3. 具备基本财务知识 4. 熟练使用 Excel、PowerPoint 5. 具备良好的沟通能力、团队协作精神、主动学习的态度 6. 保密意识强，能够处理敏感客户信息 Job requirement： 1. Current undergraduate or graduate student majoring in Finance, Economics, Accounting, Mathematics, or Business-related fields 2. Strong interest in personal finance and financial planning for high-net-worth individuals 3. Solid understanding of basic financial concepts 4. Proficient in Microsoft Excel and PowerPoint 5. Excellent communication skills, a strong team player, and a proactive learner 6. High level of discretion and the ability to handle sensitive client information with confidentiality