1.理財商品研究與分析
2.市場、產品的風險追蹤與控管
3.投資規劃與商品建議
4.文稿撰寫與行銷曝光
5.其他專案執行
1. Conduct research and analysis of wealth management products.
2. Monitor and manage market and product related risks.
3. Provide investment planning and product recommendations.
4. Prepare marketing content and manage promotional exposure.
5. Execute other related projects as assigned.