Business Management - Wealth Management Department

Responsibilities

• 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.
• Industry Research & Trend Analysis Monitor the latest developments, policy changes, andpetitor strategies in the wealth management industry, andpile industry analysis reports. Research market trends and emerging products to support business innovation.
• 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.
• 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 & Requirements :