Reponsibilities
Liaise with both internal and external resources to identify, serve, and maintain relationships with institutional clients, offering professional investment research services;
Assist in developing investment strategies and building investment portfolios based on internal research reports and the preferences and needs of institutional clients;
3.Organize and plan business activities such as meetings, research presentations, roadshows, training sessions, and joint research initiatives;
Perform business data collection, analysis, and reporting;
Follow market trends, gather market data, and monitor industry developments;
Assist in marketing efforts as assigned by the department.
Requirements
Minimum 5 years of experience in institutional sales or client development for financial products; Experiences in Capital Market, Asset Management, Banking company.
Extensive institutional client resources, high-net-worth individual client connections, and external partnership resources;
Bachelor's degree or higher, fluent in English;
Preferred: Experience in institutional sales at a Securities Research Institute, WPPE or WAPERD certification, and proficiency in Mandarin;
Strong communication, coordination, learning, and stress management skills, with the ability to align internal resources to achieve project goals.