Global Wealth Management Executive

2 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China Ocorian Full time

We are seeking an experienced Global Wealth Management Executive to join our team in Singapore or Hong Kong. As a key member of our wealth management team, you will be responsible for identifying, developing, and implementing business development initiatives and campaigns to introduce new clients to Ocorian and cross/up sell to our current client base.

The ideal candidate will have a proven track record in business development and a strong understanding of the global wealth management market. You will work closely with our Service Line Head, client-facing teams, and the broader Ocorian sales team to develop and implement strategic plans, build relationships with key stakeholders, and identify new business opportunities.

Main Responsibilities:

  • Bd Activity: Identify and target attractive Private Client market and client segments in Private Clients buying hubs, focusing on long-term client relationships and profitable revenue generation
  • Bd Targets And Pipeline Management: Achieve and exceed personal BD targets, manage opportunities from inception through the sales cycle to onboarding and won-live

Requirements:

  • Educated to degree level, with a relevant professional qualification
  • At least five years' proven business development experience in professional services, with a minimum of three years in a Private Client based role
  • Proven experience developing relationships at Managing Directors/senior management levels
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