岗位职责:
1)负责拓展募资渠道,包括但不限于自有客户、超高净值客户、家族办公室等LP机构和个人;
2)定期与投资人沟通,提供专业的市场及行业观点及基金投后管理相关工作;
3)负责基金产品路演、投资人会议等相关活动的策划、组织和执行;
4)CRM系统搭建及维护工作;
5)公司及团队交办的其它工作。
任职资格:
1) 本科以上学历,金融、市场营销等相关专业;
2) 3年以上金融领域相关工作经验,能够独立
3) 具备良好的市场分析能力,及优秀的沟通和人际交往能力;
4) 有活动策划和执行经验,有独立负责大型活动的组织工作经验者优先考虑;
5) 持有金融从业资格证书者优先考虑
**Job Responsibilities:**
1) Responsible for expanding fundraising channels, including but not limited to existing clients, ultra-high-net-worth individuals, family offices, and other LP institutions and individuals.
2) Regularly communicate with investors, providing professional market and industry insights as well as handling post-investment management for funds.
3) Plan, organize, and execute activities such as roadshows and investor meetings related to fund products.
4) Build and maintain the CRM system.
5) Perform other tasks as assigned by the company and team.
**Qualifications:**
1) Bachelor’s degree or higher, preferably in finance, marketing, or related fields.
2) At least 3 years of relevant experience in the financial sector, with the ability to work independently.
3) Strong market analysis skills, along with excellent communication and interpersonal abilities.
4) Experience in event planning and execution, with preference given to candidates who have independently organized large-scale events.
5) Holding a financial certification is a plus.