1.Developing and maintaining business relationship with high-net-worth individual, family, and corporate clients. 发展并维护高净值个人、家族及企业客户。 2.Providing financial advice to high-net-worth clients and their families. 为高净值客户及家族提供产品投资、资产配置等建议。 3.Presenting research services and advising clients on investment opportunities. 为客户提供研究服务并提供投资机会方面的建议。 4.Providing trading and execution services for clients, including equities, bonds, fixed income and mutual funds. 为客户提供包括股票、债券、固定收益、基金等方面的业务咨询与交易服务。 5.Making full use of CICC’s unique resources to meet the diversified financial needs of clients. 充分利用中金公司的独特资源，以满足客户多元化的投融资需求。

1.Upright, humble, diligent with high moral values. 诚信正直、低调谦逊、艰苦奋斗，具备良好的道德品质。 2.Strong passion and commitment for Wealth Management field. 对财富管理行业有浓厚兴趣。 3.Self-confident and energetic, effective communicator and quick learner. 积极自信、且具备快速学习能力。 4.Hardworking and ability to work under high pressure. 勤奋、且抗压能力强。