摩根士丹利基金热门职位申请 | 优才招聘

工作地点：北京，需不定期出差

工作职责：

• 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；

• 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；

• 负责区域内销售团队的日常管理，激励团队保有提升；

• 负责渠道拜访，组织各类培训活动，提升专业化服务。

职位要求：

• 本科或以上学历，金融、经济、营销等相关专业优先；

• 5年以上渠道相关工作经验；能独立开展业务；

• 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；

• 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。

  
  

Job: Channel Sales – Head of North Region,VP, Beijing

Location: Beijing, frequent business travel is expected

• Responsible for channel development and maintenance of north region, aiming to accomplish KPI set by the firm and improve AUM of the region.

• Set up and execute regional sales plan, aligning to firm’s overall strategic plan.

• Manage day-to-day business of the north team

• Responsible for delivering professional services to distributors, including but not limited to visits, events, training, etc.

• Bachelor's degree or above, background in finance, economics, marketing or relating major is a plus.

• 5+ years of relevant experience in the industry, able to work independently

• Equip with Knowledge in mutual funds, asset management, etc.

• Good communication and negotiation skills, has strong motivation and team spirit.

工作地点：北京，需不定期出差

工作职责：

• 根据公司市场开拓需求，做好渠道客户开发及维护;

• 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；

• 负责渠道拜访，组织各类培训活动，提升专业化服务。

职位要求：

• 本科或以上学历，金融、经济、营销等相关专业优先；

• 1-3年及以上渠道相关工作经验，能独立开展业务；

• 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；

• 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。

Location: Beijing, frequent business travel is expected

• Responsible for channel development and maintenance

• Support head of north team to execute regional sales plan, aiming to accomplish KPI set by the firm.

• Responsible for delivering professional services to distributors, including but not limited to events, training, etc.

• Bachelor's degree or above, background in finance, economics, marketing or relating major is a plus.

• 1~3 years of relevant experience in the industry, able to work independently

• Equip with Knowledge in mutual funds, asset management, etc.

• Good communication and negotiation skills, has strong motivation and team spirit.

• 负责华南片区机构类客户开拓、维护和日常服务工作，包括拜访客户、提供理财/投资咨询、提供售后服务等，提高客户满意度和粘性；

• 负责深入了解各类银行及非银机构客户对资产配置的需求，组织开展客户服务活动，宣传公司产品及品牌；

• 负责按照公司要求建立、维护客户信息数据库，包括潜在客户，收集、整理、分析客户投资偏好等，确保客户信息数据的及时、有效、完整；

• 根据机构业务部下达的销售任务和目标，制定华南片区及个人销售计划并严格执行，确保达成销售目标。

• 全日制本科或以上学历，具备10年以上公募基金的机构销售经验，及至少2年的团队管理经验；

• 熟悉各类资管业务及不同交易对手相对应的交易结构，了解各类金融衍生品，有较强的风险合规意识；

• 具有较强的文字和口头表达能力，良好的沟通和协调能力；

• 工作态度积极、主动，能接受适当的出差、加班等；

• 有较强的团队意识，服从各项工作安排，执行能力强；

• 具备基金从业资格；

• 英语、普通话俱佳。

• 有团队合作精神。

Key responsibilities:

• 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;

• 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;

• 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;

• 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.

Qualifications:

• 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;

• 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;

• Strong written and oral communication skills, good communication and coordination skills;

• Positive and proactive working attitude, able to accept appropriate business trips, overtime, etc.;

• Have a strong sense of teamwork, adherence to various work arrangements, and have strong execution ability;

• Possess China fund practitioner qualifications (AMAC);

• Proficiency in English and Chinese.

工作地点：深圳

工作职责：

• 协助华南区机构业务主管在区域内机构类客户的开拓、维护和日常服务工作，包括拜访客户、提供理财/投资咨询、提供售后服务等，提高客户满意度和粘性；

• 深入了解各类银行及非银机构客户对资产配置的需求，组织开展客户服务活动，宣传公司产品及品牌；

• 按照公司要求建立、维护客户信息数据库，包括潜在客户，收集、整理、分析客户投资偏好等，确保客户信息数据的及时、有效、完整；

• 根据机构业务部下达的销售任务和目标，制定个人销售计划并严格执行，确保达成销售目标；

• 支持机构业务部内部的销售支持、客户服务及公司内部各部门的协作沟通等事宜。

职位要求：

• 全日制本科或以上学历，不超过3年金融机构工作经验；

• 有公募基金机构销售工作经验者优先；

• 熟悉各类资管业务及不同交易对手相对应的交易结构，了解各类金融衍生品，有较强的风险合规意识；

• 具有较强的文字和口头表达能力，良好的沟通和协调能力；

• 工作态度积极、主动，能接受适当的出差、加班等；

• 有较强的团队意识，服从各项工作安排，执行能力强；

• 具备基金从业资格；

• 英语、普通话俱佳。

Key responsibilities:

• 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；

• 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；

• 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;

• Referencing to the sales tasks and targets assigned, formulate and strictly implement the individual sales plan to ensure that the sales target is achieved;

• Provide sales support, client servicing, and internal coordination for respective projects/assignment under the direction of the department head.

• Full-time bachelor's degree or above with no more than 3 years of working experience with financial institutions;

• Institutional sales experience with fund management companies preferred;

• 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;

• Strong written and oral communication skills, good communication and coordination skills;

• Positive and proactive working attitude, able to accept appropriate business trips, overtime, etc.;

• Have a strong sense of teamwork, adherence to various work arrangements, and have strong execution ability;

• Possess China fund practitioner qualifications (AMAC);

• Proficiency in English and Chinese.