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Wealth Manager
7 days ago
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, and 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's Degree or above, 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: a high 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: Experience in employee relations management, with strong coaching skills and business sensitivity.
- Client Maintenance Ability: experiences in leading the team to attract and sale investment products to high-net-worth clients, excellent client development and maintenance skills.
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