西部证券交易系统(西部证券交易系统官网)

余老师

作者

Business Development Officer

西部证券交易系统

工作地点：香港,广州市,上海市,北京市,深圳市

发布时间：2022-06-23

职位描述

• Responsible for Business Development of our Institutional Clients including but not limited to central banks, sovereign wealth funds and pensions

• Maintain and develop relationships to existing clients as well as increasing AuM within existing mandates or by cross selling and through outstanding level of client engagement

• Establish new relationships with institutional investors globally and develop potential clients opportunities

• Develop in-depth knowledge of E Fund’s investment strategies

• Manage the full sales process including cold calling, client visits, investment presentations, due diligence, closing investment mandates and follow-up engagements

• Tailor presentation materials to suit business development needs

• Partner with other teams in the company including investments, product management, trading and legal throughout the sales process as well as giving client feedback to relevant teams

任职要求

西部证券交易系统(西部证券交易系统官网)

• Master’s degree or equivalent knowledge and experience from global leading education institutions

• Strong verbal and written communication skills in English and Chinese

• 5 years and above of asset management industry experience (preferred) or general financial services experience.

展开全文

• Proven track record in participating to finals and winning new business

• Entrepreneurial, self-driven and open-minded

• CFA or other professional financial qualification or equivalent knowledge (preferred)

• Shown list of existing relationships with important investors (preferred)

• Solid understanding of global institutional investor market: key segments, main players, key product interests (preferred)

• Strong investment know-how and high interest with regards to economics, strategies and regulations (preferred)

• Team player with pleasant / friendly personality

RFP Writer & Sales Support

工作地点：香港,广州市,上海市,北京市,深圳市

发布时间：2022-06-23

职位描述

RFP

• Deliver high quality, accurate, relevant and timely client documentations including RFPs, RFIs, DDQs and ad-hoc requests from clients, work on new responses and tailoring all content to the particular proposal requirements

• Develop a strong knowledge of key investment and company strategies

• Proactively organize work flow to meet client and internal deadlines

• Liaise with relevant parties to determine client requirements, allocate responsibilities and project manage the entire RFP completion process

• Collaboratively work with the team and other colleagues within the organization

• Independently create original content or update existing content based on emerging requirements or new areas of external client focus, distinguishing between opportunity- specific customization and generic content

• Track and monitor the RFP pipeline of work in progress

西部证券交易系统(西部证券交易系统官网)

Sales Support

• Update regular product strategy and market commentaries in sales materials

• Assist to create and elaborate presentation on a product material (pitch books, factsheets, leaflets, newsletters, etc.) that involve critical thinking

• Actively involve in client request responding

• Assist senior management to formulate marketing strategy and product positioning through analysis & monitoring of competitors, competitors’ products and global institution landscape & trends

• Assist with global branding activities, working closely with external parties to broaden brand exposure

• Lead and/or participate in ongoing initiatives to support business requirements, such as training, reporting, and tools or systems development and maintenance

任职要求

• Master’s degree or equivalent knowledge and experience

• Professional financial qualification or equivalent knowledge (plus)

• Strong verbal and written communication skills in English and Chinese is a must

• 5 years and above of asset management (preferred) or general financial services experience.

• Ability to adapt to changing workloads, varied tasks and cope with a fast-paced working environment and tight turnaround time

• Excellent time management skills with a strong attention to detail

• Proactive approach to adapt to the company culture and work styles

• Accountability and willingness to take ownership of tasks

• Ability to interpret and utilize statistical data to generate ideas

• Team player, self-starter and critical thinking with strong work ethics

• Proficient in MS Word, PowerPoint, Excel, strong knowledge in Bloomberg, Wind, Morningstar Direct, etc