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机构销售

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Onsite

机构销售

Zhongtai Financial International Limited

机构销售

2 months ago

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Important information


Contract type:

Permanent

Work mode:

Onsite

Published on:

24 August 2026

What they need


Responsibilities

  1. 境外客户深度开发:对接海外主流资管机构、主权基金、外资银行等客户的开发与维护,建立长期战略合作关系。
  2. 跨境业务协同:连接中泰证券全球研究网络与境外客户需求,提供定制化跨境投资解决方案,协助海外市场落地。
  3. 高端关系维护:定期与机构客户高层进行战略沟通,组织高端投资峰会与行业论坛,树立公司国际品牌形象。
  4. 资源整合:整合全球行业资源,协助解决机构客户在投资过程中遇到的合规、信息获取等痛点问题。
  5. 研究服务落地收入:对接海外机构客户,联络中泰证券母公司研究资源,落地海外客户的研究服务。
  6. 销售落地收入:对接机构客户落地开户,产生交易佣金收入。

Qualifications

  1. 经验背景:硕士及以上学历,具备2-5年国际投行或机构销售、财富管理销售经验,拥有扎实的海外客户资源。

  2. 语言能力:英语流利,有海外留学或工作经历者优先。

  3. 专业能力:

◦ 熟悉全球资本市场运作规则,对宏观策略、资产配置有深刻理解。

◦ 具备深度的行业研究认知,能与研究员进行专业同频对话。

◦ 有成功开发大型外资机构客户案例者优先。

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