Institutional Client Manager
关于我们 / About Us
AlphaGrep 是一家全球领先的量化交易公司,专注于股票、商品、外汇及固定收益等资产的算法交易。我们在国际市场拥有显著份额,依托自主开发的超低延迟系统与严格的风控体系,持续构建高效能策略。
AlphaGrep is a leading global quantitative trading firm specializing in algorithmic strategies across equities, commodities, FX, and fixed income. We hold significant market share internationally, powered by proprietary low-latency infrastructure and robust risk controls.
AlphaGrep China 是专注于中国市场人民币资产管理的机构,服务对象涵盖机构投资人、家族办公室与高净值客户。我们深耕中国资本市场,涵盖股票及衍生品等多类资产,结合全球量化研究体系与本地实战经验,构建多元交易策略,致力于实现长期稳健增长。
AlphaGrep China is a dedicated RMB asset management platform focused on the Chinese market, serving institutional investors, family offices, and high-net-worth individuals. We leverage deep expertise in China’s equity and derivatives markets, together with AlphaGrep’s global quantitative research capabilities, to deliver diversified strategies targeting long-term and stable returns.
岗位职责 / Responsibilities
积极开发并维护公司与大中华地区机构投资者(如养老基金,保险公司,资产管理公司,银行等)的投资关系;Manage relationships with an existing portfolio of Institutional investors (pension fund, insurance companies, asset management firms, banks, etc) across Greater China.
主动调研及分析各类客户的个性化需求,整合现有资源,开发及维护各销售渠道,提供基金产品销售方案;Proactively engage clients on conversations around investment themes and outlook, promote the firm's fund product.
与投资经理和后台人员建立牢固的内部关系,以增强我们向客户提供服务的能力;不断寻求流程和服务改进;Develop strong internal relationships with portfolio managers and back-office staff to enhance the delivery of our services to clients; continually seek process and service improvements.
与投资经理和首席执行官制定外展策略;Develop outreach strategy with the portfolio managers and CEO.
管理客户和销售活动信息,跟踪市场同类型产品策略及市场现状并进行分析,例如,定期更新客户的组织结构图,客户计划和简报;Manage client and sales activity information in the client relationship management system, e.g., update organization chart, account plan, and briefing notes by the client on a regular basis.
组织各种线上线下销售活动, 如人脉拓展、商业合作等;Organize meetings, events, conferences, and/or seminars.
任职要求 / Qualifications
统招本科以上学历,具有 2年以上相关工作经验;A Bachelor's or Master's degree with 2+ years of relevant work experience.
性格主动,能自我激励,有上进心;以成果为导向;A Self-Starter, Self-motivated individual, with the ability to take ownership to ensure outcomes are achieved.
具备与高级管理层沟通的能力和信心;Proven ability and confidence to communicate with senior management.
具备杰出的人脉建立技巧,能与内部和外部股东紧密协作;Outstanding relationship-building skills and abilities to coordinate with both internal and external stakeholders seamlessly.
优秀的语言沟通能力和人际交往技巧;Excellent communication and interpersonal skill.
能使用相关办公软件,如Word, Excel, PowerPoint等;Proven competency using MS Office applications; Word, Excel.
and PowerPoint.
AMAC证书;AMAC certificate.
加入我们 / Why You Should Join Us
信任是团队协作的根基
我们鼓励坦诚沟通与主动承担,让每一位成员都能在安全感中成长,自主决策、共同前行。这份信任源于彼此支持与并肩作战,是我们最珍贵的团队资产。
Trust is the foundation of collaboration.
We foster open communication and proactive ownership, empowering every team member to grow with a strong sense of security, make autonomous decisions, and move forward together. This trust—built through mutual support and shared commitment—is our most valued asset.
优秀的团队成员,我们汇聚了工程师、数学家、统计学家,保持好奇心,乐在其中。
Great People. We’re curious engineers, mathematicians, statisticians and like to have fun while achieving our goals.
透明的组织架构,我们重视每一位成员的想法与贡献。
Transparent Structure. Our employees know that we value their ideas and contributions.
轻松的办公环境,无等级文化,常有团建、聚会与休闲活动。
Relaxed Environment. Flat organization with yearly offsites, happy hours, and more.
健康福利支持,健身补贴、零食饮品、充足年假。
Health & Wellness Programs. Gym membership, stocked kitchen, and generous vacation.
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