1、負責機構客戶的開拓、維護和服務工作；
2、協助銷售經理對接和拓展銀行、券商、三方理財機構等主流金融產品銷售機構；
3、協助銷售經理開發機構客戶，按照公司戰略目標進行機構銷售；
4、根據客戶需求撰寫投資建議書及策略分析報告。
5、向機構客戶提供投資建議與市場咨詢；
6、對機構各類投資交流活動進行支持。

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.
沃理是一家獨立的第三方服務機構，幫助資產管理人更好地服務機構投資者。我們服務國內外的各類資產管理人，覆蓋大多數的資產種類。我們幫助資產管理人改進營銷方案，提升品牌影響力，更好地對接機構投資人，開發適合這些投資人的產品。我們服務的投資人包括國內和海外的。我們不直接服務高凈值客戶，只服務機構客戶，例如保險公司、券商、銀行、主權基金、捐贈基金和養老金。