JOB DESCRIPTION: - Prepare the fine tune industry paper and business plan presentation , under the guidance of RMs/Team head - Search the latest industry brokerage paper and collect the full background information related to the industry players. - Prepare marketing memo prior to RM’s client meeting for RM to better understand the prospect/client’s financials, market position, recent updates, controversies etc. - Systematically monitor clients’ portfolio on regular basis including negative news, market trend, peer banks comparison, etc; - Download and search client information related to ESG and CSR, to assist RM for further preparation of ESG assessment. - Primary Financial collection for RM to prepare the prospecting assessment , periodic review - Support the team to prepare pitch-books, document translation, binding etc, for marketing, under control of RMs; - Admin work of the team and other tasks assigned by RM related to setting up conference facilities, booking transportation/hotels , restaurants etc. JOB REQUIREMENT: - Students with relevant experience at accounting firm (e.g. Pwc、DTT、KPMG or EY）will be given priority. - Ability to work effectively and inclusively; - Self-motivated, aggressive and result-driven; - Good credit knowledge to interpret financial information; - Fluent in English and Chinese, any other language is a plus; - Expert in Excel, PPT and other office tools;