High Net Worth Client Manager

Job Description

AlphaGrep is seeking a High Net Worth Client Manager to join their team in Shanghai, China. The ideal candidate will be responsible for promoting the company's quantitative strategies and customized investment solutions to high-net-worth clients. This role involves collaborating with quant teams to develop tailored investment portfolios and driving partnerships with brokers and banks.Responsibilities:

• Promote quantitative strategies and customized investment solutions to HNW clients.
• Explain strategy logic, backtest results, and product suitability based on client objectives.
• Collaborate with quant teams to develop investment portfolios aligned with client risk-return expectations.
• Promote the implementation of distribution partnerships with brokers and banks.
• Work with marketing and compliance teams to prepare pitch materials and support product distribution.

Requirements:

• Bachelor’s degree or above in Finance, Economics, Business, or related fields.
• 3+ years of experience in HNW client service or distribution at brokerages, private funds, or wealth management firms.
• Prior experience in quant strategy roadshows, broker distribution, and strong client networks is a plus.
• CFA charterholder or valid fund/investment advisory license preferred.

What AlphaGrep Offers:

• A culture of trust and open communication.
• A team of curious engineers, mathematicians, and statisticians.
• A transparent organizational structure.
• A relaxed and fun work environment.
• Health and wellness programs.