深圳招聘

Pre/post-sales activities:

- Maintain proactive, energized relationship with the sales organization to ensure a positive overall customer experience. Pre/post-sales presentations to particular clients.

- Provide on-line meetings and conference calls to orientate a new client, present new functionality, present blocks of on-line training, and collaborate with clients about concerns.


Project Management:

- Responsible for providing clients with implementation plans, which may include assess/evaluate client needs for initial scope of project, project schedules, project plans, benchmark studies, risk analysis, communications documents, follow-up memo, long and short-term training plans, etc.

- Manage multiple clients and projects/tasks simultaneously.

- Maintain strong internal communication skills including ability to work with all levels of the organization (development, sales, marketing, operations and within the Professional Services Group).

- Assist other team members with client engagements when appropriate.


Client Management:
- Assess client needs for product development issues when applicable, which includes the scope, features, plan and schedule for the development phase.

- Responsible for managing client expectations.

- Ensure customer satisfaction through follow-up, client responsiveness, and thorough communication.

- Manage/maintain all client relationships.


Requirements:
Strong domain Knowledge in banking/financial services
Good understanding on web technology
Solid experience in project management

The world’s leading financial advisors, stockbrokers, institutions, accountants and Product Providers use Praemium to manage or administer over $45 billion worth of investments globally.

Established in 2001, Praemium has grown to be a market-leading provider of investment platforms, portfolio administration and CRM solutions with offices in Australia, the UK, Jersey, China Hong Kong and Shenzhen.

In 2005, the company built on its V-Wrap engine by developing its Separately Managed Accounts (SMA) technology in partnership with BlackRock Investment Management. This SMA is Australia’s clear market leader and was fully acquired by Praemium in 2012. Our SMA technology was launched into the UK market in 2008, where it is now one of the fastest growing discretionary platforms

Praemium International’s cloud-based offshore platform serves the global expat investor community. With a regulatory jurisdiction in Jersey, Praemium International’s technology can handle all currencies and provides access to a wide range of assets traded on international exchanges. We provide services to a wide range of jurisdictions, including Asia, the Middle East and beyond.

Our acquisition of WealthCraft in 2012 added a world-class web-based CRM and financial planning system to the platform, which integrates with and supports Praemium portfolio management technology. WealthCraft operates out of Hong Kong and sells financial planning tools across Asia – a market shared by Praemium International.

We have the following incentives and company benefits:

1. Full social insurance and housing allowance
2. 10 days annual leave (after probation)
3. A program to encourage employees to participate in advanced technical training and certifications, and the company will cover test costs on your behalf
4. The opportunity to travel and support our international client base

http://www.praemium.com/

一周五天工作制，工作氛围轻松自由
本公司所有招聘岗位均是内部职位
因工作需求，烦请所有申请者附上中英文简历