Account Relationship Management Intern - Hong Kong

仅限注册会员 Hong Kong, 香港

1个月前

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一、岗位职责(Responsibilities) · 在ARM团队及持牌人员的指导下,协助完成以下非受规管支持性工作: · 1. 客户与账户支持(非投资建议) · ● 协助整理高净值客户/机构客户的基础信息、账户资料及沟通记录 · ● 配合ARM或RM进行客户会议准备(材料整理、纪要记录、会后跟进) · ● 维护CRM系统中的客户数据,确保信息准确、合规、及时更新 · ● 协助处理客户的日常运营类需求(资料传递、流程协调等) · 2. 投后与运营支持 · ● 协助整理投后报告、净值更新、产品说明材料(不涉及解读或推荐) · ● 跟进基金/产品的运营节点, ...
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