Job responsibilities:
Develop and implement a business plan for the private wealth team based on the overall development strategy of the company and department;
Responsible for the business operations of the private wealth team, leading the team to achieve the operational targets set by the company;
Lead the team to expand business, develop channels, improve organizational performance, promote the company's brand, and enhance the competitiveness of the private wealth team in the region and industry;
Responsible for cultivating and guiding private wealth advisors and other members; Being able to complete team building, enhance team cohesion, and drive team development;
Strictly abide by compliance regulations, and prevent and resolve business risks.
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Qualification:
Bachelor's degree or above;
Strong interest in the financial industry and wealth management business;
Priority is given to work experience in retail/personal business in the financial industry;
Possess certain knowledge of financial products and strong learning ability;
Focusing on customers, passionate about sales and the financial industry, proactive and confident, with excellent communication and interpersonal skills;
Possess fund qualification certificate and securities qualification certificate (could take the examination after onboarding)
Priority will be given to those who have a deep understanding of the socio-economic situation in their region.
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Bonus points:
Relevant experience in banking, securities/futures
