Financial Services Expert
1 day ago
We are seeking an experienced Financial Services Expert to manage high net worth clients in Greater China.
Key Responsibilities:- Develop comprehensive business plans and market strategies to identify, acquire, and manage high net worth clients;
- Deliver personalized wealth management solutions and advisory services to high net worth clients;
- Leverage deep market insights to identify business opportunities;
- Closely collaborate with senior stakeholders, investment and support functions, business partners, and product/service teams;
- Proactively drive robust Know Your Customer (KYC) due diligence processes;
- Minimum 10 years of experience in private banking or wealth management industry;
- Strong track record of managing relationships with high net worth/Ultra High Net Worth individual investors;
- Strategic mindset with a hunter mentality focused on portfolio growth and client acquisition;
- Fluent Chinese (Mandarin) and English written and speaking skills.
We are committed to providing exceptional recruitment services. All personal information collected will be used for recruitment purposes only.
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