磐松资产
Posted 5mo ago

机构业务

磐松资产
Shanghai, Shanghai, China
OnsiteFull Time
Responsibilities
  • developing institutions
  • preparing materials
  • driving sales
Requirements
  • Master's degree,1-3 years institutional sales experience in private/public funds or wealth firms
  • Strong quantitative fund knowledge
  • Materials preparation
  • Public speaking and negotiation skills

Job description

机构业务岗位主导券商、银行、信托等机构的深度拓展与维护,并建立长期的机构合作生态;制作推介材料、业绩报告及尽调报告等对外文件,独立完成从路演推介到产品落地的销售全流程;通过专业的市场分析与定制化服务方案,驱动基金产品销售。
1. 负责机构客户的开发、维护与服务工作,对接券商、银行、信托、期货公司等合作渠道。
2. 负责路演与客户活动组织,制作业绩报告与路演推介材料等物料,规划并开展公司的其他市场宣传项目。
3. 负责产品销售的全流程工作,配合客户撰写尽职调查报告,跟进客户需求,推动基金产品的日常销售,跟进售后交流等。
4. 收集、整理、分析行业信息,及时掌握热点新闻和行业动态。

1. 全日制重点大学研究生及以上学历,具备1-3年私募、公募基金或三方财富机构的机构销售经验。
2. 精通量化基金策略逻辑,能独立应对机构专业投资者的深度质询;具备极强的材料制作能力及公开演讲能力;具备优秀的商务谈判技巧和抗压能力。
3. 拥有良好的职业操守和团队协作精神,工作认真主动,有激情,有责任心,具有拼搏精神。

About 磐松资产

Quantitative asset management firm specializing in systematic investment strategies.

Year founded
2022
Employees
100
Organization type
Private
Latest investment
Funding Round (2022)
Headquarters
CN

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