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机构销售

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机构销售

Bank of China Investment Management

机构销售

1 month ago

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Important information


Contract type:

Permanent

Location:

Beijing, China

Work mode:

Onsite

Published on:

13 September 2026

What they need


该职位来源于猎聘 一、岗位职责: 1、完成团队下达的公募、专户销售任务,达成收入目标; 2、负责机构客户的开发、维护,对接机构客户需求;收集整理机构客户的产品需求,为机构客户提供可行的产品方案; 3、负责机构客户的服务工作,策划并制定市场营销活动方案,保持客户良好关系,挖掘合作机会; 4、负责给机构客户提供账户投资管理支持服务,包括销售支持、信息报告、运作协调等; 5、在销售工作开展中,认真防范各类风险,确保合规运作,符合公司内外部监管的各项要求。 二、任职资格: 1、本科或以上学历,经济、金融、管理及相关专业毕业; 2、在资管机构中从事机构销售、渠道销售等相关工作2年以上; 3、熟悉公募基金机构销售业务模式,工作积极认真,金融、投资、财务等专业知识扎实,沟通协调能力强,有较强的抗压能力和进取心; 4、有较强的团队合作精神。

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