Client Advisory Lead

Shanghai - China

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

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

DescriptionResponsibilities:Develop the investment advisory business strategy in China expand partnerships identify client needs and optimize strategy offeringsDrive business growth in scale and revenue; oversee strategy rollout channel cooperation and implementationWork with internal and external t...

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

Key Skills

Business Development
Business Continuity Planning
Cruise
ABB
E Learning
Archicad

Apply Now

About Company

JPMorganChase

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more

View Profile View Profile

AI AutoApply

Apply to 100+ jobs with one click