Key Responsibilities:

1. Business Planning & Support
   • Analyze departmental business data and metrics to provide decision-making support materials.
   • Regularly produce business analysis reports and materials for business lines, departments, and teams.
   • Respond to various research requests and official inquiries, and coordinate with head office projects.
   • Manage departmental branding and publicity, including planning promotional strategies and producing branding materials.
2. Industry Research & Trend Analysis
   • Monitor the latest developments, policy changes, and competitor strategies in the wealth management industry, and compile industry analysis reports.
   • Research market trends and emerging products to support business innovation.
3. Data Management & Analysis
   • Integrate internal and external data resources to establish and maintain a business database for the Wealth Management Department, ensuring data accuracy and timeliness.
   • Develop visual data reports aligned with business needs to identify product trends and growth opportunities.
   • Generate regular management reports and present key insights on business progress to department heads.
4. Business Process Optimization
   • Assist in optimizing internal workflows to improve departmental operational efficiency and collaboration.
   • Support the enhancement of APP online operations, including data analysis, page optimization, and user experience improvement.

Qualifications and Experience:

• Bachelor’s degree or above, preferably in finance, economics, statistics, or related fields.
• 1-3 years of relevant experience in wealth management, data analysis, or the financial industry; familiarity with wealth management products and customer profiling.
• Proficiency in office software such as Excel and PowerPoint.
• Strong logical thinking, communication skills, and teamwork spirit.
• In-depth understanding of the wealth management industry with sharp market insight.

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