Core Responsibilities;

1. Achieving Sales Targets 

  - Meeting sales targets for traditional funds (public/private) and Web3 funds (blockchain/cryptocurrency/digital asset funds).  

  - Developing differentiated sales strategies for institutional clients, high-net-worth individuals, and native Web3 investors (such as cryptocurrency holders and DAO organizations).  

2. Client Development and Maintenance 

  - Expanding traditional channels such as institutions, brokerages, and third-party wealth management platforms, while also developing Web3 ecosystem channels (exchanges, wallet service providers, on-chain communities).  

  - Providing asset allocation solutions for VIP clients, optimizing combinations of traditional funds (fixed income, equity) and Web3 funds (DeFi, NFTs, on-chain derivatives).  

3. Market Analysis and Product Research* 

  - Monitoring trends in traditional financial markets (such as interest rate policies and sector rotations) and developments in the Web3 space (regulatory policies, on-chain data, emerging protocols).  

  - Producing market analysis reports to assist the product team in designing compliant Web3 fund structures (such as the Hong Kong virtual asset license framework).  

4. Comprehensive Client Service 

  - Providing compliance disclosures (especially regarding the high volatility risks of Web3 funds) throughout the entire process from pre-sales presentations and contract signing to post-sales follow-up.  

  - Regularly offering portfolio performance reports.  

5. Cross-Department Collaboration 

  - Collaborating with the compliance team to ensure that Web3 fund sales comply with local regulatory requirements (such as offshore sales strategies under China's ban).  

  - Coordinating with the marketing department to plan online and offline events (such as traditional client salons and Web3 AMA meetings).