工作描述
- 職位名稱:
- Private Equity Business - Investor Relationship
- 工作地點:
- 香港
- 招聘部門:
- 資產管理部
- 任職要求:
-
- Preference for candidates with experience leading fundraising for a USD fund, or experience introducing key strategic investors;
- Bachelor’s degree or higher in Finance, Business Administration or related disciplines;
- 2-6 years relevant work experience in client service, financial services, or banking industries;
- Outstanding relationship-building, communication, and presentation skills;
- Understanding of private equity funds and other types of alternative investment funds is preferred;
- Able to adapt to fast changing environment, organized and detailed-oriented. Strong interpersonal and communication skills in dealings with investors and team;
- Demonstrated proficiency in MS Office (Excel, PowerPoint, Word).
- Proficient in spoken and written English and Chinese (Mandarin), Cantonese would be valuable.
- 崗位職責:
-
- Collaborate with teams (especially our PE team) and service providers to handle client’s requests, respond to, and satisfy customer needs in a timely and professional manner.
- Maintain current distribution channels and existing investors for investment products managed by CMBIAM;
- Manage all aspects of sales life cycle, coordinate client meetings, roadshows, initiate sales activities, prepare meeting materials, assist client onboarding, etc;
- Identify business opportunities, collect market intelligence;
- Provide support for regular administrative work of the department.
職位要求
- 協調客戶需求
- 維護投資渠道
- 執行銷售週期
- 收集市場情報
技能
簡報
表格
關係
演說