1、負(fù)責(zé)機(jī)構(gòu)客戶的開拓、維護(hù)和服務(wù)工作；
2、協(xié)助銷售經(jīng)理對(duì)接和拓展銀行、券商、三方理財(cái)機(jī)構(gòu)等主流金融產(chǎn)品銷售機(jī)構(gòu)；
3、協(xié)助銷售經(jīng)理開發(fā)機(jī)構(gòu)客戶，按照公司戰(zhàn)略目標(biāo)進(jìn)行機(jī)構(gòu)銷售；
4、根據(jù)客戶需求撰寫投資建議書及策略分析報(bào)告。
5、向機(jī)構(gòu)客戶提供投資建議與市場(chǎng)咨詢；
6、對(duì)機(jī)構(gòu)各類投資交流活動(dòng)進(jìn)行支持。

Value Connect is a third-party marketing firm, helping asset managers better target institutional investors. We work for both overseas and Chinese asset managers, like hedge funds, mutual funds, private equity funds and fixed income firms. The managers we work for cover most of the asset classes. We help the managers refine marketing plan, develop brand name, get access to investors representing stable capital and develop products tailored for each institutional investor. The investors we cover include both Chinese domestic and overseas investors. We do not target high net worth individuals, only institutional investors, such as insurance companies, investment banks, commercial banks, sovereign funds, endowments and pension funds.
沃理是一家獨(dú)立的第三方服務(wù)機(jī)構(gòu)，幫助資產(chǎn)管理人更好地服務(wù)機(jī)構(gòu)投資者。我們服務(wù)國內(nèi)外的各類資產(chǎn)管理人，覆蓋大多數(shù)的資產(chǎn)種類。我們幫助資產(chǎn)管理人改進(jìn)營銷方案，提升品牌影響力，更好地對(duì)接機(jī)構(gòu)投資人，開發(fā)適合這些投資人的產(chǎn)品。我們服務(wù)的投資人包括國內(nèi)和海外的。我們不直接服務(wù)高凈值客戶，只服務(wù)機(jī)構(gòu)客戶，例如保險(xiǎn)公司、券商、銀行、主權(quán)基金、捐贈(zèng)基金和養(yǎng)老金。