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- 招聘职位
- 所在部门
- 工作地点
- 操作
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- Vice President, Institutional Sales
- 机构业务部
- 深圳
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【Job Responsibilities】
1.Responsible for the development, maintenance and daily service of institutional clients in South China, including client visits, providing financial management/investment advisory, providing post-sales service, etc., to improve client satisfaction and stickiness;
2.Responsible for gauging in-depth understanding of the needs of various bank and non-bank institutional clients with respects to their asset allocation, organizing client service activities, and promoting the company's products and brands;
3.Responsible for maintaining & updating CRM database in accordance with the company's requirements, including potential investors, collecting, sorting and analyzing client investment preferences, etc., to ensure that client information data is refreshed and briefed timely, effectively and completely;
4.Referencing to the sales tasks and targets assigned, formulate and strictly implement the sales plan for the South China area and individuals to ensure that the sales target is achieved.
【Job Requirements】
1.Full-time bachelor's degree or above, with more than 10 years of institutional sales experience in fund management companies, and at least 2 years of team management experience;
2.Familiar with various types of asset management business and the corresponding transaction structure of different counterparties, understand various types of financial derivatives, and have a strong sense of risk compliance;
3.Strong written and oral communication skills, good communication and coordination skills;
4.Positive and proactive working attitude, able to accept appropriate business trips, overtime, etc.;
5.Have a strong sense of teamwork, adherence to various work arrangements, and have strong execution ability;
6.Possess China fund practitioner qualifications (AMAC);
7.Proficiency in English and Chinese.
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- Analyst, Institutional Sales
- 机构业务部
- 深圳
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【Job Responsibilities】
1.Support senior sales for the development, maintenance and daily service of institutional clients in South China, including client visits, providing financial management/investment advisory, providing post-sales service, etc., to improve client satisfaction and stickiness;
2.Responsible for gauging in-depth understanding of the needs of various bank and non-bank institutional clients with respects to their asset allocation, organizing client service activities, and promoting the company's products and brands;
3.Responsible for maintaining & updating CRM database in accordance with the company's requirements, including potential investors, collecting, sorting and analyzing client investment preferences, etc., to ensure that client information data is refreshed and briefed timely, effectively and completely;
4.Referencing to the sales tasks and targets assigned, formulate and strictly implement the individual sales plan to ensure that the sales target is achieved;
5.Provide sales support, client servicing, and internal coordination for respective projects/assignment under the direction of the department head.
【Job Requirements】
1.Full-time bachelor's degree or above with no more than 3 years of working experience with financial institutions;
2.Institutional sales experience with fund management companies preferred;
3.Familiar with various types of asset management business and the corresponding transaction structure of different counterparties, understand various types of financial derivatives, and have a strong sense of risk compliance;
4.Strong written and oral communication skills, good communication and coordination skills;
5.Positive and proactive working attitude, able to accept appropriate business trips, overtime, etc.;
6.Have a strong sense of teamwork, adherence to various work arrangements, and have strong execution ability;
7.Possess China fund practitioner qualifications (AMAC);
8.Proficiency in English and Chinese.
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- 北方大区负责人
- 渠道业务部
- 北京
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【工作职责】
1.负责北方地区的代销渠道开发及维护,完成公司下发的业绩指标;
2.围绕公司整体营销方案,负责制定销售计划,并具体贯彻落实;
3.负责区域内销售团队的日常管理,激励团队保有提升;
4.负责渠道拜访,组织各类培训活动,提升专业化服务。
【岗位要求】
1.本科或以上学历,金融、经济、营销等相关专业优先;
2.五年以上渠道相关工作经验;能独立开展业务;
3.掌握公募基金、券商资产管理业务相关知识,能针对产品特点选择渠道并开展营销;
4.具备优秀的沟通交流及谈判能力,工作积极主动,有团队合作精神。
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- 渠道销售
- 渠道业务部
- 北京
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【工作职责】
1.根据公司市场开拓需求,做好渠道客户开发及维护;
2.围绕公司整体营销方案,配合区域负责人落实具体销售计划;实现渠道端销售目标;
3.负责渠道拜访,组织各类培训活动,提升专业化服务。
【岗位要求】
1.本科或以上学历,金融、经济、营销等相关专业优先;
2.1-3年及以上渠道相关工作经验,能独立开展业务;
3.掌握公募基金、券商资产管理业务相关知识,能针对产品特点选择渠道并开展营销;
4.具备优秀的沟通交流及谈判能力,工作积极主动,有团队合作精神。