发表於: 2018-04-13

职位类别: 长工

行业类别: 金融服务

 
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A new opening for a well-known wofe with expansion strategy in China. They are seeking for a sales with insight knowledge of mutual fund.

Job Summary

The job holder acts as sales role for Private Fund Manager (PFM) businesses, also as a liaison representative in QDII business.



Key Responsibilities:

PFM Sales & Relationship Management

* To initiate new client relationships per PFM business in China.
* To establish strong working relationships with existing/potential PFM business partners by understanding fully each client's requirements and building up rapport with clients.
* To provide professional and excellent service to clients (where appropriate).
* To communicate with potential clients on a regular basis to identify and advocate investment and product ideas.
* To respond in a timely and comprehensive manner to requests from clients.
* To identify ways to anticipate and better fulfil client's requirements by soliciting feedback from clients.
* To maintain regular context with major consultants and distributors.
* To manage internal relationships across distance and time zones (e.g. Investment Product teams globally).

QDII Liaison & Corporate Marketing

* To ascertain gaps and devise appropriate positioning approaches to influence clients to review products.
* To understand client's decision making process.
* To continuously monitor business effectiveness and recommend action plans where necessary.
* To understand and keep up-to-date with the client's organisational structure/business model and selection process.
* To be responsible for preparing business proposals and client meeting presentation materials by liaising and coordinating with internal parties/departments, such as RFP team, Fund/Product Managers and other related support teams.
* To work closely with Marketing Team for corporate marketing events to strengthen and promote our company profile.
* To facilitate business activities, including marketing trips by investment teams, fund roadshows, client seminars and investor education events.
* To deliver presentations of an educational nature to the public at client seminars, industry forums and conferences as a representative of Schroders
* To facilitate discussion and negotiation of contracts that are signed by representatives of other Schroders entities located outside of China.

Product Analysis

* To understand and keep up-to-date with clients' needs and the China financial market landscape as well as Schroders' products range.
* Research market demand as well as competitors' products in order to identify an appropriate product strategy for the China market.
* To keep abreast of industry/regulatory developments and competitors' products.
* To identify Schroders' competitive advantage against competitors.
* To generate product ideas and investment themes for discussion with clients.

Required Experience

* 3-5 years asset management related experience.
* Direct experience of working in Investment Management firms is most welcomed.
* Exposure to asset management business in commercial banks, and product management in mutual / private funds are plus.

Qualifications

* University graduate: Bachelor's Degree or above
* Asset Management Association of China (AMAC) license
* Excellent English and Chinese written and verbal communication skill
* Strong analytical skills and investment knowledge

Requirements

* Sound investment and asset management knowledge, plus the ability to communicate effectively.
* Strong analytical skills and product knowledge.
* Efficient and responsive to internal and external requests, and good at multi-tasking.
* Intelligence with the ability to quickly gain an understanding.
* Works well within a team and/or independently.
* Diligent and self-motivated.
* Proactive and a sense of initiative.
通过电邮发送职位

立即申请: PFM Sales
参考号码: CN134499

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