业务发展经理 – 资产管理运营服务

Job Description

Institutional Client Manager (Financial Services) | China AMC

The Tone:
This is a full-time role at Beijing Huaxia JinKe Information Service Co., Ltd. (HuaXia JinFu), a wholly-owned subsidiary of China AMC, located in Beijing. HuaXia JinFu provides essential operational services such as share registration, valuation, and accounting for wealth management products from commercial banks and their subsidiaries. The company also offers extended services including data analysis, information disclosure, investment monitoring, and product research. This role is critical for expanding the company’s reach within the asset management industry, building strong client relationships, and ensuring the successful delivery of specialized financial technology and operational services.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person – China(Beijing)

• Mission: This person is responsible for developing new business with asset management institutions, promoting the company’s financial operation and data services, and ensuring client satisfaction through high-quality project delivery.

What You’ll Actually Do
• Business Development: Expand business with domestic and international asset management institutions, including fund companies and bank wealth management subsidiaries, by promoting asset management operation services and data services to achieve marketing performance indicators.
• Client Management: Handle client commercial engagements, cultivate and maintain strong client and channel relationships, lead roadshow presentations, conduct business negotiations, and manage communication to elevate client satisfaction.
• Solution Design: Analyze, design, and produce comprehensive service solutions, prepare sales materials, develop service proposals, and draft legal documents, while also managing the preparation and review of contracts and agreements.
• Project Oversight: Oversee the entire process of project implementation from start to finish, ensuring the high-quality delivery of projects, facilitating the successful realization of client requirements, and driving continuous product optimization.
• Ad-hoc Tasks: Complete any other responsibilities or tasks as assigned by the department.

The Must-Haves
• Background: Master’s Degree or higher in Economics, Finance, Law, Computer Science, or a related field.
• Experience: Three or more years of experience in business development or client service within professional service industries such as management consulting or FinTech, specifically providing services to financial institutions, or direct marketing experience within a financial institution.
• Skills: Familiarity with operations of various financial institutions (public funds, private funds, banks, insurance asset management) and relevant asset management industry regulations; Strong ability in service solution design, sales material preparation, and legal document processing; Excellent client relationship management and business negotiation capabilities.
• Bonus: Honest, diligent, conscientious, self-driven, agile thinking, strong communication and coordination skills, resilience to pressure, and a strong sense of purpose and goal orientation.