第8篇 投资咨询管理岗位职责

职责描述:

– providing expert pre-sales assistance to the sales team throughout the sales cycle

– gathering requirements of potential clients

– provide clients with powerful facts and analyses that outline solutions and drive change.

– work as a member of case teams in roles that vary according to the team’s objectives.

– supporting of the overall marketing effort and participation in marketing events.

任职要求:

– excellent client relationship skills

– sound understanding about finance industry (alternative investments/ private equity is a plus)

– advanced knowledge in powerpoint, word and excel

– strong presentation skills

– fluent in english