• Assisted in drafting daily market overview.• Supported manager to make judgments on the economic situation. Performed attribution analysis of market changesand formed a proposal of equity asset allocation for high-net-worth investors.

• Opened formal option accounts for customers, reviewed materials of offline investments into IPO shares for customers, conducted Internet due diligence for customers and issued a survey form for the funding behavior related to the proposed product management plan by the Custody Department, utilized the Wind database to extract product data and information screenshots for customers to have a comprehensive understanding of the product.

• Assisted the manager in weekly customer relations, created company’s investment pipeline, carried out due diligence.• Collected information on existing bonds of the company’s Class A/B customers, bonds under review, and recent majorevents, so that the company can timely understand the situation and needs of customers.