High Net Worth 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

向高净值客户推广公司量化策略产品及专属定制方案，主导销售材料（包括尽调报告、策略白皮书等）的标准化制作与更新；Promote quantitative strategies and customized investment solutions to HNW clients, ​lead the standardization and maintenance of sales materials (DD reports, whitepapers, etc).

基于客户需求解读量化策略逻辑、历史回测表现及公司各类产品适应性； Explain strategy logic, backtest results, and product suitability based on client objectives.

协同量化投研团队，为客户定制符合其风险收益预期的产品组合； Collaborate with quant teams to develop investment portfolios aligned with client risk-return expectations.

推动券商、银行等机构渠道的合作落地，统筹并组织相关代销渠道的路演推广工作； Promote the implementation of distribution partnerships with brokers and banks, and coordinate and organized roadshows and marketing activities across these channels.

配合市场与合规团队，参与产品推广、路演材料准备与销售支持； Work with marketing and compliance teams to prepare pitch materials and support product distribution.

 

任职要求 / Qualifications

统招本科及以上学历，金融、经济、管理等相关专业优先； Bachelor’s degree or above in Finance, Economics, Business, or related fields.

3年以上券商/私募基金/财富管理机构高净值客户或渠道服务经验； 3+ years of experience in HNW client service or distribution at brokerages, private funds, or wealth management firms.

有量化策略路演经验、券商代销经验和高净值客户资源者优先； Prior experience in quant strategy roadshows, broker distribution, and strong client networks is a plus.

持有CFA/基金从业资格证书（需覆盖基金/证券投资咨询）优先； CFA charterholder or valid fund/investment advisory license preferred.

 

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.