Wealth Manager

Full Time4 months ago
Employment Information
Responsibilities

Build the wealth management team and develop team marketing strategies based on the company's stage-by-stage business objectives.
Expand and maintain new sales channels.
Attract and retain high-net-worth clients, recommend suitable investment products while helping the company meet its financial objectives.
Oversee the training and operation of the wealth management team.

Requirements

Industry Experience: Bachelor degree or its equivalaent in related discipline, more than 3-5 years of experience in sales of financial products (bank deposits, funds, insurance, etc.), management experience, experience in banks, wealth institutions, Internet finance and other similar positions is preferred.
Quality: Ahigh degree of self-motivation and self-discipline, can work effectively and independently, with the ability to apply entrepreneurial and business thinking to achieve team performance goals.
Team Management Skills: Experiences in employee relations management, with strong coaching skills and business sensitivity.
Client Maintenance Ability: Experiences in leading the team to attract and sellinvestment products to high-net-worth clients, excellent client development and maintenance skills.