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华北资深非银机构销售

Shanghai全职职位Competitive
Back to job search
Jun 6
35698

华北资深非银机构销售

Shanghai Permanent Competitive

华北资深非银机构销售

Job Description

某外资公募基金公司

职位概述:
我们正在招募一位经验丰富的非银机构销售副总监,负责拓展和维护公募基金在非银金融机构(如保险、信托、私募、财务公司等)的业务合作。该职位需具备较强的市场洞察力、客户资源及团队管理能力,推动机构销售业绩增长。

岗位职责:

制定并执行非银机构销售策略,开拓保险、信托、私募等机构客户;

维护关键客户关系,推动公募基金产品(如固收、权益、FOF等)的销售落地;

跟踪市场动态,分析客户需求,提供定制化资产配置方案;

协同投研、产品等部门,优化机构客户服务体验;

带领销售团队,完成年度销售目标,并协助总监进行团队管理。

Job Requirements

任职要求:

本科及以上学历,金融、经济等相关专业优先;

5年以上公募/券商/资管机构销售经验,熟悉非银机构客户资源;

具备优秀的市场分析、谈判及客户管理能力;

持有基金从业资格,CFA/CPA等证书优先;

结果导向,具备团队协作精神及领导潜力

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