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Strategic Client Engagement Specialist
3 weeks ago
We are seeking a highly skilled Strategic Client Engagement Specialist to join our team at Darmax Global. As a key member of our wealth management division, you will be responsible for building and maintaining strong relationships with our high-net-worth clients, ensuring exceptional service and client satisfaction.
About the RoleThis is an exciting opportunity to work with a dynamic team and contribute to the growth and success of Darmax Global. The successful candidate will have a deep understanding of financial markets, investment strategies, and wealth management principles, with a focus on Chinese clients.
Key Responsibilities- Client Relationship Management: Build and maintain strong relationships with clients, ensuring a high level of service and client satisfaction.
- Investment Advice: Provide strategic financial advice, including investment management, estate planning, and risk management tailored to the unique needs of Chinese families.
- Portfolio Monitoring: Monitor and analyze investment portfolios, offering insights and recommendations to optimize performance in line with clients' goals.
- Market Research: Conduct in-depth market research to identify investment opportunities, trends, and potential risks within the Chinese market and beyond.
- Team Collaboration: Work closely with internal teams, including investment analysts, legal advisors, and compliance officers, to deliver comprehensive solutions to clients.
- Clients Education: Educate clients on financial products, investment strategies, and market developments to empower informed decision-making.
- Network Development: Develop and maintain a robust network of industry contacts to facilitate business growth and enhance service offerings.
- Education: Bachelor's degree in Finance, Business Administration, or a related field; a Master's degree or relevant certification (e.g., CFA, CFP) is a plus.
- Experience: Minimum of 5 years of experience in wealth management, private banking, or family office services, with a focus on Chinese clients.
- Skills: Strong understanding of financial markets, investment strategies, and wealth management principles.
- Languages: Excellent communication and interpersonal skills, with fluency in Mandarin and English preferred.
- Problem-Solving: Proven ability to build trust and rapport with high-net-worth individuals and families.
- Analytical Skills: Strong analytical and problem-solving skills with a client-centric approach.
- Competitive Salary: A competitive salary package that reflects your skills and experience.
- Benefits Package: A comprehensive benefits package, including health insurance plans.
- Professional Development: Opportunities for professional development and career advancement.
- Dynamic Work Environment: A dynamic and supportive work environment that fosters collaboration and innovation.
Estimated salary: $80,000 - $120,000 per annum, depending on experience.
