We are assisting a PRC financial institution to seek high calibre candidates to apply for the above post.
- Serve as an active participant in meetings with current and prospective clients
- Assist in the coordination of wealth management product development initiatives
- Work collaboratively with team members in the creation of marketing material including fact sheets, pitch books, roadshow materials etc.
- Review reporting materials for existing clients and respond to client reporting inquiries on a timely basis
- 5 – 7 years’ relevant product experience in reputable financial institutions
- Strong proficiency with PowerPoint and Excel, including experience using MS Office software to produce high quality presentations
- Excellent oral and written communication skills particularly in Putonghua (native Putonghua speakers preferred)
- Strong organization, facilitation, collaboration and multi-tasking skills
- CFA is preferred
To apply for this job, please send your CV to email@example.com