Asset Management Sales

Duties:

1. Customer development and maintenance

   1. Develop institutional clients (banks, insurance, securities firms, family offices, etc.) or high net worth individual clients

   2. Maintain existing customer relationships, improve customer satisfaction and retention rate

   3. Regularly visit customers and respond promptly to their needs and complaints

2. Product sales and promotion

   1. In-depth understanding of various asset management products (fixed income, quantitative, FOF, etc.) under the company, and precise introduction to target customers

   2. Create and output high-quality sales materials, roadshow PPTs, and product reports

3. Sales target achieved

   1. Quarterly/annual completion of fundraising size targets

   2. Continuously expand sales channels, including third-party channels, bank sales, etc. cooperation

4. Market information collection

   1. Track industry dynamics, competitive product information and market trends, and regularly output market insight reports

   2. Feedback customer needs and assist the asset management team in optimizing product structure

Requirements:

• Have strong customer development and resource integration capabilities, those with a certain amount of institutional or high net worth customer resources are preferred.

• Excellent communication and negotiation skills, able to clearly communicate complex financial product logic

• Strong stress resistance, adapting to a performance-driven work pace