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Relationship Manager [ 投诉职位 ]

上海合丰股权投资基金管理有限公司

薪水:面议

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专业培训 岗位晋升 节日福利带薪年假员工旅游

基本信息

  • 工作地点:上海市
  • 年龄要求:18~60岁
  • 要求学历:本科
  • 招聘人数:不限
  • 工作经验:不限
  • 专业要求:不限

任职要求/岗位职责

职位描述:
On a daily basis, a Relationship Manager will be responsible
for the following:
•Actively calling on clients to deepen relationships and proactively owning, responding to and anticipating any future needs, challenges or risks
•Ensuring that all activities are carried out to the highest ethical standards by generously devoting time to staying up to date on all local and internal compliance, control and operational regulations and flagging off any and keep abreast of all policies & processes
•Working with product specialists and subject matter experts across the branch to structure customized solutions that meet clients ' unique needs
•Being future-focused in thinking and planning ahead for ways which we can differentiate ourselves from competitors
•Keeping connected with influencers, industry associations, thought leaders and senior business contacts to expand their industry knowledge
•Generously devoting time to mentoring and developing junior talent on how to provide sound solutions for clients
•Structuring deals that balance risk and reward, so teams ' incentives align with acting in the clients ' interests
•Driving innovation on the solutions we provide clients and further developing our business where necessary and appropriate
•Close monitoring of client’s business trends and exposure
•Cross-selling & Client Engagement - Developing and managing client relationships through regular client engagement

A successful Relationship Manager has these skills:
•A deep understanding of their role as a key builder and protector of the strong corporate culture that enables our teams to deliver remarkable experiences to clients
•An optimistic and proactive approach to finding new opportunities for clients, looking beyond immediate business silos and geographic borders
•Strong financial and analytic skills, and the resilience to quickly adapt priorities based on the latest data insights
•Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients
Typically, someone in this role has the following experience:
•Minimum 2 years of banking/marketing /sales experience with sound track record
•Solid relationship building and management skills and strong financial analytical skills
•Good understanding of the behavior of local customers and their wealth management needs
•Aggressive, ambitious and keen to create and follow up on business opportunities
•Good command of Chinese and English in both oral and written communications
•Bachelor degree or above

企业介绍

上海合丰股权投资基金管理有限公司成立于2014年11月,注册资金2亿元人民币,具备私募基金管理人资格(P1014074),公司自成立以来,坚持秉承以商业不动产及影视文化产业为投资核心,紧密结合行业优势,积极整合本土资源、持续挖掘国际潜在投资机会;以直投、并购、联营等形式,推动资本的良性流动。



在提升核心领域投资力度的同时,公司也积极把握多领域的投资机会。目前,公司直接或间接持有资产规模已达35亿人民币,遍及全国各地,投资领域涵盖大型商场、星级酒店、旅游度假村、游艇会、能源企业等。



公司主要从事商业不动产类私募、影视类私募、海外资产配置、信托资管等业务,涵盖政府城投平台融资、产业园区融资、及路桥建筑企业融资等多个融资领域。



公司长期同银行、信托、券商、基金子公司、资产管理公司及第三方财富管理机构等保持良好的合作关系。


公司拥有完善的风控体系、多元化的投资领域、专业的操作团队,为融资方量身制定融资方案,并且提供从设计产品到资金募集等一系列的专业融资服务。


公司成功汇聚各行业精英,其中包括基金经理、投资经理、理财顾问、法律顾问等,并且成立专门的投资顾问委员会、专家顾问委员会从各方面严格控制投资风险,保障投资者利益。

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