Securities Channel Department Intern
Ping An of China Securities
08.2023 - 09.2023
- Engage with customers to understand their needs and recommend appropriate financial products based on their investment objectives
- Developed strong client interaction and communication skills.
- Join in the "Approach Fund Manager" event at the Shanghai Stock Exchange to learn about science and innovation themed investment and supporting science and technology independence and deepen understanding of industry-specific trends and opportunities.
- Attend and assist in “PTT" training to develop skills for creating outstanding and impactful presentations.
- Participate in a simulated stock purchase to understand how market fluctuations affect profit and loss.
