Fund Sales Manager

我们是一家跨国集团公司，成立于1999年，总部设于美国加州尔湾，在美国、中国和加拿大拥有直属分支机构和子公司。我们的业务涵盖海外移民与教育、辅助生殖医疗服务以及国际财富管理等。公司网站: 岗位职责:负责公司基金产品的销售工作，制定并执行销售计划；开拓和维护高净值客户及机构投资者，提供专业的投资咨询服务；组织并参与基金推介会、投资者教育活动等市场推广活动；研究市场动态，分析客户需求，提供针对性的投资方案；与投研、合规及运营团队紧密合作，确保销售工作的合规性和高效性；完成公司要求的销售指标，并定期汇报销售进展。基本要求:本科及以上学历，金融、经济、投资等相关专业优先；3年以上基金销售或金融产品销售经验，有高净值客户资源者优先；熟悉基金产品、金融市场及相关法律法规，具备基金从业资格者优先；具备优秀的市场开拓能力、客户沟通能力及销售谈判技巧；有成熟的客户资源或机构渠道者优先考虑。中英文（必备）福利待遇:舒适、安静的5A级办公环境。提供竞争力的薪酬和业务培训。广阔的晋升空间。基于工作表现的灵活工作时间。薪资：年薪7-12万美金 （底薪+高额佣金的形式，具体细节在面试中讨论）We are a multinational group company founded in 1999, headquartered in Irvine, California, USA. We have direct branches and subsidiaries in the United States, China, and Canada. Our business covers overseas immigration and education, assisted reproductive medical services, and international wealth managementWebsite: Responsibilities:Responsible for the sales of the company's fund products, developing and executing sales plans;Develop and maintain relationships with high-net-worth clients and institutional investors, providing professional investment consulting services;Organize and participate in fund roadshows, investor education activities, and other marketing events;Research market trends, analyze client needs, and provide tailored investment solutions;Work closely with the investment, compliance, and operations teams to ensure regulatory compliance and sales efficiency;Achieve sales targets set by the company and regularly report on progress.Basic Requirements:Bachelor's degree or above in Finance, Economics, Investment, or related fields preferred;At least 3 years of experience in fund sales or financial product sales, with existing high-net-worth client resources preferred;Familiarity with fund products, financial markets, and relevant regulations; holding a Fund Practitioner Qualification is a plus;Strong market development, client communication, and sales negotiation skills;Candidates with established client resources or institutional sales channels will be given priority.English and Mandarin (Required).Benefits:Modern and 5A-grade office petitive salary and business training provided.Opportunities for career advancement.Flexible work hours based on pensation:Salary Range: $70,000 - $120,000 per year(Base salary + commission; details to be discussed during the interview)

Created: 2025-02-22