1. Monitor capital markets; track policies, industry and company developments.
2、 2. Compile and analyze data of listed companies in TMT/Pharma/Consumer sectors.
3、 3. Build and update financial projection models.
4、 4. Support roadshows and assist Marketing to execute fund sales.
5、 5. Maintain regular communication between management and investors.
6、 6. Perform other tasks assigned by management.
1. Master’s degree or above; top-tier finance major and CFA preferred; TMT/Pharma/Consumer background preferred.
2、 2. Strong ownership, steady personality, and excellent communication skills.
3、 3. Passion for finance; prior investment research experience or internship preferred.
4. Hong Kong permanent resident preferred.
1. Monitor capital markets; track policies, industry and company developments.
2、 2. Assist industry analysts in compiling and analyzing listed company data.
3、 3. Assist in updating financial models.
4、 4. Perform other tasks assigned by management.
1、 1. Bachelor’s degree or above; 985/211 university or overseas study experience preferred.
2、 2. Strong ownership, steady personality, and excellent communication skills.
3、 3. Passion for finance; prior investment research experience or internship preferred.
1. Monitor capital markets; track policies, industry and company developments.
2、 2. Assist industry analysts in compiling and analyzing listed company data.
3、 3. Assist in updating financial models.
4、 4. Perform other tasks assigned by management.
1、 1. Bachelor’s degree or above; 985/211 university or overseas study experience preferred.
2、 2. Strong ownership, steady personality, and excellent communication skills.
3、 3. Passion for finance; prior investment research experience or internship preferred.
1. Formulate and execute marketing plans, strategy plans, annual operating plans and stage goals; build the team and improve policies and processes.
2、 2. Develop monthly sales execution per market conditions; monitor team progress and client service; help members acquire and maintain high-quality clients.
3、 3. Lead product promotion; plan and run marketing activities; reach and qualify Chinese clients with global asset allocation needs via visits, roadshows and multiple channels.
4、 4. Coach members on financial knowledge and business capability; boost morale and team spirit.
5、 5. Track industry dynamics; provide strategy analysis; improve sales and marketing strategies; maintain fundraising channel relationships.
6、 6. Perform other tasks assigned by management.
1. 5+ years of sales management in financial products with team size ≥10; proven performance and cases; excellent team management ability.
2、 2. Overseas financial market investment experience preferred; exceptional sales performance may relax requirements.
3、 3. Rich high-end client resources and extensive network.
4、 4. Excellent presentation and communication skills.
5. Hong Kong permanent resident preferred.
1. Develop and serve high-end clients; master channels to acquire HNW clients.
2. Track market trends; create conditions and opportunities for institutional cooperation.
3. Organize analyst sharing, roadshows and calls; communicate with investors and analysts; join investment strategy meetings.
4. Address investor inquiries; build and maintain investor relations.
5. Prepare event PPTs; process promotional images.
6. Perform other tasks assigned by management.
1. Bachelor’s degree or above.
2. Proficient in Photoshop; expert in PPT; strong copywriting; experience orchestrating large corporate events preferred.
3. Strong verbal communication; high responsibility; agile thinking; strong coordination and interpersonal skills.