Teil von Phaidon International
Teil von Phaidon International
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Integration & Operations SpecialistLocation: NYC, onsiteSalary: $160,000-190,000 plus bonus and equity Client/Job Summary:Our client is building a financial services platform and is seeking an Integration & Operations Specialist to oversee their operations, technology, and M&A integration functions. This role will focus on bringing together systems...
Integration & Operations SpecialistLocation: NYC, onsiteSalary: $160,000-190,000 plus bonus and equity Client/Job Summary:Our client is building a financial services platform and is seeking an Integration & Operations Specialist to oversee their operations, technology, and M&A integration functions. This role will focus on bringing together systems...
Integration & Operations SpecialistLocation: NYC, onsiteSalary: $160,000-190,000 plus bonus and equity Client/Job Summary:Our client is building a financial services platform and is seeking an Integration & Operations Specialist to oversee their operations, technology, and M&A integration functions. This role will focus on bringing together systems...
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Key ResponsibilitiesPartner with Relationship Managers on new business opportunities and existing client relationships across Asia.Provide expert advice on wealth planning, succession planning, trust structures, estate planning, and related private wealth solutions.Develop tailored strategies to address clients' personal, family, and business wealt...
Key Responsibilities:Develop and execute the Bancassurance growth strategyDrive APE, revenue, and market share growthLead insurer partnerships and commercial negotiationsLaunch impactful customer campaigns and financial planning initiativesEnhance RM capability through training and digital enablementDrive digital Bancassurance transformation acros...
This new high-profile advisory role will partner closely with Relationship Managers to deliver sophisticated wealth planning solutions to UHNW and HNW clients across Asia.You will act as a technical specialist, supporting client acquisition, deepening existing relationships, and providing holistic advice across succession and wealth structuring mat...