国内机构客户和销售渠道的开发与维护：
•帮助所服务的基金拟订机构客户营销计划；
•研究机构客户的特点，及时发现客户的需求；
•维护现有机构客户关系，积极挖掘和拓展潜在客户群，确定重点机构客户群；
•开展对目标客户的直接营销和持续营销活动；
•定期拜访客户，了解客户需求，及时反馈给投资人员；
•为目标客户提供咨询服务，协调各部门组织相关必要文件满足机构客户的征询需要；
•在代销渠道方面，推动日常渠道销售工作，包括新产品销售、持续营销、产品促销、宣传教育等（代销渠道主要是指银行私行、券商、信托、第三方财富管理机构等）；
•定期拜访代销渠道，了解代销渠道的需求，维护并保持与代销渠道的良好关系，探索持续销售的可能性；
•配合代销渠道进行市场调研和市场推广活动、定期向各渠道发送咨讯；
•根据部门的营销方案，协助开发代销渠道，寻求最优的渠道销售途径；

海外机构客户开发与维护：
•协助发掘海外机构投资者，包括大学捐赠基金、养老金、主权基金和母基金；
•维护海外各类金融机构和媒体的关系；
•帮助所服务的基金准备营销材料，辅导其应对投资者的面试；

任职资格：
•全日制本科及以上学历；
•具备较强的沟通、协调能力；团队合作意识强、书面及语言表达能力强、工作责任心强；
•对资产管理行业兴趣浓厚，特别是对投资；
•有海外留学背景者或一至二年工作经验者优先；
•在银行、基金公司担任过管理培训生者优先；

Development and maintenance of domestic institutional clients:
•Formulate marketing plans for asset managers;
•Study patterns and needs of institutional clients;
•Maintain relationship of existing institutional clients and develop potential clients;
•Regularly visit clients, gauge clients’ needs and collect feedback;
•Provide consulting to clients, coordinate relationship between divisions of the clients;
•Regarding sales channels, facilitate the daily sales work, including sales of new products, ongoing sales efforts, promotion, investor education (sales channels may include private banks, broker dealers, trust companies, wealth management companies);
•Regularly visit sales channels, collect new needs, maintain relationships and explore potential ongoing sales opportunities;
•Implement marketing plan and further optimize the plan;

Development and maintenance of overseas institutional clients:
•Assist the partners to identify and develop overseas institutional investors, such as endowments, foundations, pension funds and sovereign funds;
•Maintain relationship with overseas organizations such as financial institutions and media;
•Help the asset managers prepare marketing materials, and prepare managers for interviews by overseas clients.

Qualifications:
•Full-time master degree or above;
•Strong communication and coordination skills; team player; responsible;
•Interested in asset management industry, especially in investment;
•Overseas education or one to two year working experience preferred;
•Trainee experience in banks or asset managers preferred.

Value Connect is a third-party marketing firm, helping asset managers better target institutional investors. We work for both overseas and Chinese asset managers, like hedge funds, mutual funds, private equity funds and fixed income firms. The managers we work for cover most of the asset classes. We help the managers refine marketing plan, develop brand name, get access to investors representing stable capital and develop products tailored for each institutional investor. The investors we cover include both Chinese domestic and overseas investors. We do not target high net worth individuals, only institutional investors, such as insurance companies, investment banks, commercial banks, sovereign funds, endowments and pension funds.
沃理是一家独立的第三方服务机构，帮助资产管理人更好地服务机构投资者。我们服务国内外的各类资产管理人，覆盖大多数的资产种类。我们帮助资产管理人改进营销方案，提升品牌影响力，更好地对接机构投资人，开发适合这些投资人的产品。我们服务的投资人包括国内和海外的。我们不直接服务高净值客户，只服务机构客户，例如保险公司、券商、银行、主权基金、捐赠基金和养老金。