Job Title: Fund Sales

Work Format: Distributed Office

Core Responsibilities

1. Client Resource Development and Expansion

Make full use of the high-net-worth client network and institutional client resources accumulated, and deeply explore potential business opportunities.

Independently develop new channels for high-net-worth clients or institutional partners, establishing and maintaining long-term stable cooperative relationships.

2. Product Sales and Target Achievement:

Actively drive the sales process and meet or exceed the sales targets set for individuals and teams (AUM/Sales Volume).

3. Client Relationship Maintenance and Service:

Provide continuous, professional, and efficient pre-sales, in-sales, and post-sales services to high-net-worth clients or institutional clients.

Conduct regular client follow-ups to understand changes in client needs, and timely provide market information, product operation reports, and investment advice.

Address client inquiries to enhance client satisfaction and loyalty.

4. Market Information Collection and Analysis:

Sharp insights into market dynamics, industry trends, and competitor situations.

Collect and feedback client needs and market information to provide decision-making support for company product design and market strategies.