机构募资商务BD(私募量化)

DigiFinex

$1.9-3.2K[Monthly]
Hybrid - Ngau Tau Kok1-3 Yrs ExpBachelorFull-time
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Job Description

岗位职责

  • 机构募资:面向家族办公室、私人银行、券商PB/资管、FOF、保险/年金等,制定账户策略与目标清单,推进开户、尽调、签约与到款全流程。
  • 高净值拓展:联动独立理财顾问、家办平台等中介,组织私享会/一对一深度沟通,建立可持续转介绍机制。
  • 投资者关系:维护存量投资者,提升留存与复投率;定期输出重要沟通要点,反馈客户洞察给投研与产品。
  • 市场活动与内容:参与行业大会、路演与闭门会,沉淀话术与案例库。

任职要求

  • 经验:具备机构销售/募资/渠道拓展经验;具可验证的资金引入案例(近12–24个月)或关键人脉网络。私募量化、券商机构销售、家办/私行/财富端经验优先。
  • 资源与本地化:具香港或深圳在地客户圈层与活动资源,能直接触达家办负责人、机构投委。
  • 能力:目标导向与强推进力,优秀沟通/谈判,能独立主持中小型路演;双语(普通话+英语)。


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addien zhang

HR OfficerDigiFinex

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Working Location

观塘香港观塘

Posted on 07 November 2025

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