Investment Advisory Lead
Investment Advisory Lead
Posted on :
27-09-2025
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1 Vacancy
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Job Description
Description
Responsibilities:
- Develop the investment advisory business strategy in China expand partnerships identify client needs and optimize strategy offerings
- Drive business growth in scale and revenue; oversee strategy rollout channel cooperation and implementation
- Work with internal and external teams on system management configuration and testing to ensure business alignment
- Act as business spokesperson; design asset allocation solutions serve institutional clients and provide market insights
- Prepare strategy reports client content and marketing materials to support promotion and investor education
- Monitor industry and market trends analyze data and deliver research support
Requirements:
- Full-time bachelors degree or higher
- 8 years of experience in marketing or product-related roles; fund qualification required. Knowledge of public funds and advisory models preferred. Experience in fund advisory or sales is an advantage. CFA/CFP/AFP holders are preferred
- Strategic thinking business development skills and strong communication and presentation abilities
- Self-motivated team-oriented and able to leverage internal resources effectively
- Management and sales skills with the ability to develop differentiated competitive strategies
- Strong communication skills in both English and Chinese
岗位职责
- 牵头制定投顾业务发展战略拓展外部合作挖掘客户需求发展投顾策略产品线
- 推动业务规模与收入增长负责策略上线渠道对接及落地实施
- 协同内外部团队参与投顾业务系统和投决建设保障系统基础设施匹配业务发展需求
- 担任投顾业务发言人设计资产配置方案服务机构客户提供市场洞察
- 撰写策略报告客户内容和营销材料支持推广与投教工作
- 跟踪行业与市场分析数据提供研究支持
任职要求
- 全日制本科及以上学历
- 8年以上营销或产品相关经验持基金从业资格证了解公募基金和投顾模式有基金投顾或销售经验优先CFA/CFP/AFP优先
- 具备战略思维业务拓展及优秀沟通演讲能力
- 自信自主团队协作能有效利用内部资源
- 具备管理与销售能力可制定差异化竞争策略
- 中英文沟通能力强
Required Experience:
Unclear Seniority
Employment Type
Full-Time
Key Skills
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