1、负责机构客户的开拓、维护和服务工作；
2、协助销售经理对接和拓展银行、券商、三方理财机构等主流金融产品销售机构；
3、协助销售经理开发机构客户，按照公司战略目标进行机构销售；
4、根据客户需求撰写投资建议书及策略分析报告。
5、向机构客户提供投资建议与市场咨询；
6、对机构各类投资交流活动进行支持。

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。