國內機構客戶和銷售渠道的開發與維護：
?幫助所服務的基金擬訂機構客戶營銷計劃；
?研究機構客戶的特點，及時發現客戶的需求；
?維護現有機構客戶關系，積極挖掘和拓展潛在客戶群，確定重點機構客戶群；
?開展對目標客戶的直接營銷和持續營銷活動；
?定期拜訪客戶，了解客戶需求，及時反饋給投資人員；
?為目標客戶提供咨詢服務，協調各部門組織相關必要文件滿足機構客戶的征詢需要；
?在代銷渠道方面，推動日常渠道銷售工作，包括新產品銷售、持續營銷、產品促銷、宣傳教育等（代銷渠道主要是指銀行私行、券商、信托、第三方財富管理機構等）；
?定期拜訪代銷渠道，了解代銷渠道的需求，維護并保持與代銷渠道的良好關系，探索持續銷售的可能性；
?配合代銷渠道進行市場調研和市場推廣活動、定期向各渠道發送咨訊；
?根據部門的營銷方案，協助開發代銷渠道，尋求最優的渠道銷售途徑；

海外機構客戶開發與維護：
?協助發掘海外機構投資者，包括大學捐贈基金、養老金、主權基金和母基金；
?維護海外各類金融機構和媒體的關系；
?幫助所服務的基金準備營銷材料，輔導其應對投資者的面試；

任職資格：
?全日制本科及以上學歷；
?具備較強的溝通、協調能力；團隊合作意識強、書面及語言表達能力強、工作責任心強；
?對資產管理行業興趣濃厚，特別是對投資；
?有海外留學背景者或一至二年工作經驗者優先；
?在銀行、基金公司擔任過管理培訓生者優先；

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.
沃理是一家獨立的第三方服務機構，幫助資產管理人更好地服務機構投資者。我們服務國內外的各類資產管理人，覆蓋大多數的資產種類。我們幫助資產管理人改進營銷方案，提升品牌影響力，更好地對接機構投資人，開發適合這些投資人的產品。我們服務的投資人包括國內和海外的。我們不直接服務高凈值客戶，只服務機構客戶，例如保險公司、券商、銀行、主權基金、捐贈基金和養老金。