岗位职责 Job Responsibilities 1. 开发维护客户关系 开发并维护专业投资者（PI）客户业务关系 Develop and maintain business relationships with Professional Investor (PI) clients 2. 客户尽调与账户管理 负责客户尽职调查（KYC）及账户管理工作 Handle KYC procedures and client account management 3. 产品营销与服务 执行金融产品推广并为客户提供专业服务 Conduct product marketing and deliver professional financial services 4. 跨部门协作支持 协助上级落实跨部门协作任务 Assist supervisors in implementing cross-departmental initiatives 5. 高效独立作业 高效处理多线程工作，独立完成业务目标 Manage multiple priorities efficiently and achieve objectives independently 任职要求 Requirements 1. 教育背景 Education 大学三年级及以上，商科/数学/金融/会计/经济等相关专业 Current third-year university students or above, majoring in Business, Mathematics, Finance, Accounting, Economics, or related fields. 2. 工作经验 Experience 1年以上金融行业经验（含实习） ≥1 year experience in financial industry (including internships) 3. 核心能力 Competencies o 出色的金融分析及市场推广能力 Strong financial analysis & marketing capabilities o 优秀的多任务处理与独立工作能力 Excellent multi-tasking skills & independent working ability 4. 语言要求 Language 中英文流利（普通话或粤语标准） Fluency in English and Chinese (Standard Mandarin or Cantonese) 5. 特殊说明 Additional 欢迎应届生申请，优异者提供转正机会 Fresh graduates welcome; Top performers eligible for full-time position