商务拓展经理 – 资产管理服务

Job Description

Institutional Account Manager, Financial Services | China AMC

The Tone:
This is a full-time role at Beijing Huaxia Jin Ke Information Service Co., Ltd. (Huaxia Jinfu), a wholly-owned subsidiary of China AMC, located in Beijing, China. Huaxia Jinfu provides comprehensive asset management operation services, including share registration, valuation, and accounting for commercial bank wealth management products. The company also extends its offerings to data analysis, information disclosure, investment ratio monitoring, and product research and design services. This role is crucial for expanding business with domestic and international asset management institutions, promoting these specialized services, and ensuring high-quality project delivery and client satisfaction.

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

• Team: This role reports to a department within Beijing Huaxia Jin Ke Information Service Co., Ltd., a wholly-owned subsidiary of China AMC.
• Mission: This person is responsible for expanding business with financial institutions and ensuring the successful delivery and continuous optimization of asset management operation and data services.

What You’ll Actually Do
• Business Development: Prospect and engage domestic and international asset management institutions, such as fund companies and bank wealth management subsidiaries, to promote asset management operation and data services, completing marketing performance targets.
• Client Relations: Manage client commercial activities, maintain robust client and channel relationships, and lead roadshows, business negotiations, and communication to enhance client satisfaction.
• Solution Design: Analyze, design, and create tailored service solutions, prepare sales materials, service proposals, and legal documents, and manage the drafting and review of contracts and agreements.
• Project Management: Coordinate the entire project implementation process from initiation to completion, ensuring high-quality delivery, driving client needs into product development, and supporting continuous product optimization.
• General Support: Execute other tasks and responsibilities 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, serving financial institutions, or marketing experience within financial institutions.
• Skills: Familiarity with various financial institution businesses (public/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 skills; strong communication and coordination abilities; honest, diligent, self-driven, agile thinking, and high resilience with a strong sense of purpose.