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[海外工作] E Fund 易方达招聘

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发表于 2021-10-4 21:40:55 | 显示全部楼层 |阅读模式
About E Fund

Established in 2001, E Fund Management Co., Ltd. (“E Fund”) is the largest fund manager in China with over RMB 2.5 trillion (USD 385 billion) under management as of June 30, 2021. It is a  comprehensive investment company and it offers investment funds and solutions to both individuals and institutions investors such as central banks, sovereign wealth funds, social security funds,  pension funds, and large financial institutions. Long-term oriented, E Fund has been consistently delivering excellent mid-to-long-term investment performances. The company is also a pioneer in responsible investments in China and is widely recognized as one of the most trusted and outstanding Chinese asset managers.



About Global Investors Services

The Global Investors Services team is responsible for business development and client servicing for global institutional clients, currently located in Guangzhou and Hong Kong. Led by Executive Vice  President and directly reporting to Managing Director, Global Investors Services of E Fund, the team consists of members with diversified educational backgrounds and working experiences.



Position 1

Job title: Business Development Officer

Department: Global Investors Services

Location: Hong Kong / Guangzhou / Shanghai / Beijing / Shenzhen

Report to: Managing Director, Global Investors Services



Key responsibilities

• Responsible for Business Development of our Institutional Clients including but not limited to central banks, sovereign wealth funds and pensions.  

• Maintain and develop relationships to existing clients as well as increasing AuM within existing  mandates or by cross-selling and through the outstanding level of client engagement

• Establish new relationships with institutional investors globally and develop potential clients opportunities

• Develop in-depth knowledge of E Fund’s investment strategies

• Manage the full sales process including cold calling, client visits, investment presentations,  due diligence, closing investment mandates and follow-up engagements

• Tailor presentation materials to suit business development needs

• Partner with other teams in the company including investments, product management, trading  and legal throughout the sales process as well as giving client feedback to relevant teams



Qualifications

• Master’s degree or equivalent knowledge and experience from global leading education  institutions

• Strong verbal and written communication skills in English and Chinese

• 5 years and above of asset management industry experience (preferred) or general financial services experience.

• Proven track record in participating to finals and winning new business

• Entrepreneurial, self-driven and open-minded

• CFA or other professional financial qualification or equivalent knowledge (preferred) • Shown list of existing relationships with important investors (preferred)

• Solid understanding of global institutional investor market: key segments, main players, key  product interests (preferred)

• Strong investment know-how and high interest with regards to economics, strategies and  regulations (preferred)

• Team player with pleasant/friendly personality



Position 2

Job title: RFP Writer & Sales Support

Department: Global Investors Services

Location: Hong Kong / Guangzhou / Shanghai / Beijing / Shenzhen

Report to: Managing Director, Global Investors Services



Key responsibilities

RFP

• Deliver high quality, accurate, relevant and timely client documentations including RFPs, RFIs, DDQs and ad-hoc requests from clients, work on new responses and tailoring all content to the  particular proposal requirements

• Develop a strong knowledge of key investment and company strategies

• Proactively organize workflow to meet client and internal deadlines

• Liaise with relevant parties to determine client requirements, allocate responsibilities and project  manage the entire RFP completion process

• Collaboratively work with the team and other colleagues within the organization

• Independently create original content or update existing content based on emerging  requirements or new areas of external client focus, distinguishing between opportunity-specific customization and generic content

• Track and monitor the RFP pipeline of work in progress



Sales Support

• Update regular product strategy and market commentaries in sales materials

• Assist to create and elaborate presentations on product material (pitch books, factsheets,  leaflets, newsletters, etc.) that involve critical thinking

• Actively involve in client request responding

• Assist senior management to formulate marketing strategy and product positioning through  analysis & monitoring of competitors, competitors’ products and global institution landscape &  trends

• Assist with global branding activities, working closely with external parties to broaden brand  exposure

• Lead and/or participate in ongoing initiatives to support business requirements, such as training,  reporting, and tools or systems development and maintenance



Qualifications

• Master’s degree or equivalent knowledge and experience  

• Professional financial qualification or equivalent knowledge (plus)

• Strong verbal and written communication skills in English and Chinese is a must

• 5 years and above of asset management (preferred) or general financial services experience.

• Ability to adapt to changing workloads, varied tasks and cope with a fast-paced working environment and tight turnaround time

• Excellent time management skills with strong attention to detail

• Proactive approach to adapt to the company culture and work styles

• Accountability and willingness to take ownership of tasks

• Ability to interpret and utilize statistical data to generate ideas

• Team player, self-starter and critical thinking with strong work ethics

• Proficient in MS Word, PowerPoint, Excel, strong knowledge in Bloomberg, Wind, Morningstar  Direct, etc.



How to Apply

Interested candidates can apply through E Fund’s official career website at:  http://job.efunds.com.cn and select the respective position under the Experienced section.

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