operating duty
1. Be responsible for the scheme design and product establishment of the company's fund, and formulate the overall planning and design requirements of the company's fund products; (Must be engaged in private equity fund design, trust design or wealth management product design and other related work experience)
2. Responsible for research, analysis, packaging, planning and copywriting before product release; Support fund product sales, make sales toolkits, carry out relevant product training, and assist in product promotion; Assist in post-investment management and feedback information collection, and establish product files;
3. Responsible for writing, beautifying and typesetting the project plan, prospectus, partnership agreement and other documents; Write various analysis reports and implementation plans;
4, responsible for product and industry knowledge training, financial industry related policy research; Internal and external training and roadshows of fund products;
5. Understand the development trends and trends of fund products and investment and wealth management products at home and abroad, put forward product development ideas, design fund products with competitive advantages, and improve customer satisfaction;
6. Assist the company to analyze the demand research, design, product innovation and product life cycle of fund products, put forward constructive suggestions on the long-term development strategy of products, and provide discussion reference for the company's decision-making level.
qualified
1, bachelor degree or above, major in finance or investment, with more than two years working experience;
2. I have been engaged in trust design, fund product design or wealth management product design in fund companies, trust companies and bank investment banking departments. , and have more than 2 years working experience in product design position;
3. Be familiar with the whole process of product design of each fund, and be able to independently edit or write product manuals, product promotion materials, contract texts and other documents;
4. Familiar with relevant laws, finance, taxation and other knowledge; Familiar with the transaction structure and risk control measures of various products;
5. Good conduct, initiative, strong sense of responsibility and good communication skills;
6, familiar with the use of all kinds of office software. (Familiar with graphic design is preferred)
For women, because of problems such as getting married and having children, if they go through these stages, it will not be a problem after meeting the above requirements. After all, now society advocates equality between men and women, and there are many strong women in business.