锦鲤求职岗位描述
【中文版】
你将做什么
1. 系统学习公司全线财富管理产品体系，掌握不同资产类别的核心配置逻辑，能够清晰讲解产品特性、风险收益特征及适配场景。
2. 通过深度沟通识别客户的财富目标、风险偏好及家族传承需求，运用结构化方法输出客户需求分析与服务建议。
3. 基于客户需求协助设计资产配置方案与产品组合，运用 AI 工具完成可视化呈现，形成专业方案报告。
4. 在导师带领下参与客户拜访、需求澄清及方案讲解，逐步从辅助角色过渡到独立主导客户服务。
5. 承接并维护现有家族资产存量客户，建立客户档案，完成周期性客户服务复盘与跟进。
我们在找什么样的你
6. 2026 / 2027 届应届毕业生，本科、硕士均可申请。
7. 金融、经济、商科、数学、统计、数据科学、计算机、AI 等相关专业背景优先。
8. 逻辑清晰，具备优秀的结构化思维、问题拆解能力与快速学习能力。
9. 对 AI 工具有实际使用经验，能够将其应用于提升研究、沟通或工作效率。
10. 英文流利，具备服务国际化华人家族客户的潜力；粤语或其他外语能力为加分项。
11. 沟通表达能力出色，能够建立信任关系，愿意长期深耕客户服务与财富管理行业。
【English Version】
What You'll Do
12. Develop a systematic understanding of the company's full wealth management product platform, including the core allocation logic across asset classes, and clearly explain product features, risk-return profiles, and suitable use cases.
13. Identify clients' wealth goals, risk appetite, and family succession needs through in-depth communication, and provide structured client analysis and service recommendations.
14. Assist in designing asset allocation solutions and product portfolios based on client needs, and use AI tools to create clear and professional visualized proposals.
15. Participate in client visits, needs clarification, and proposal presentations under mentor guidance, gradually growing from a supporting role into an independently client-facing advisory role.
16. Support and maintain existing family wealth clients, build client profiles, and complete regular client service reviews and follow-up actions.
Who We're Looking For
17. Graduates from the Class of 2026 or 2027; Bachelor’s and Master's candidates are welcome to apply.
18. Preferred majors include Finance, Economics, Business, Mathematics, Statistics, Data Science, Computer Science, AI, or related fields.
19. Strong logical thinking, structured problem-solving ability, and fast learning capability.
20. Hands-on experience using AI tools, with the ability to apply them to improve research, communication, or work efficiency.
21. Fluent in English, with the potential to serve international Chinese family clients; Cantonese or other foreign languages are a plus.
22. Excellent communication and interpersonal skills, with the ability to build trust and a strong willingness to develop long-term in client service and wealth management.