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Sales, Asset Management

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Sales, Asset Management

Industrial Bank Co., Ltd.

Sales, Asset Management

2 months ago

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Important information


Contract type:

Permanent

Work mode:

Onsite

Published on:

14 August 2026

What they need


职责:
1. 负责资产管理部的机构销售工作,以及对接渠道,完成销售相关指标。
2. 负责营销及维护机构类客户,包括银行同业、非银金融机构以及企业客户等。
3. 负责营销及对接私行客户并维护相关渠道关系。
4. 负责总行、集团各子公司以及境内外分行的联动销售工作。
5. 负责了解客户投资需要、风险偏好和财务状况,并匹配合适的资管产品。
6. 执行机构客户开户事项,包括相关的KYC、反洗钱以及风险评估等。
7. 跟进上级分配的其他任务。

要求:

1. 著名大学本科或者硕士毕业,商科、经济、金融、数学专业优先;
2. 必须拥有不少于五年资管公司或者银行机构销售经验,以及丰富的客户资源;
3. 熟练使用PPT制作销售材料;
4. 拥有CFA Charter者优先;
6. 有较强的项目落地能力,能够适应高强度的工作环境;
7. 中英文表达能力优秀,可以熟练运用国语、粤语、英文三个语言中的至少两种对话。

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