Head of Wealth Management Business (US)
Our Client
Our client is a listed Asian company that offers wealth management, asset management and other services. It distributes investment products and manages various investments for high-net-worth clients..
Responsibilities
1. Responsible for setting up the local marketing team and establishing the local customer development and customer service system in the US;
2. Lead the U.S. marketing team to provide personalized overseas asset allocation for High-Net-Worth Individuals to achieve sales results;
3. Provide the company with opinions and suggestions on business development strategies in the US.
Qualifications
1. Graduated from a prestigious U.S. institution, bachelor's degree or above, economics, finance-related majors are preferred;
2. 10+ years of experience as a supervisor in private banking, retail banking or other business of the same type in the U.S;
3. Familiar with U.S. financial products, strong market development ability, able to carry out the development of High-Net-Worth Individuals, negotiations and customer relationship maintenance, strong communication skills and implementation ability;
4. Experience in team management and related management skills.
5. Fluent communication and expression in English and Mandarin, Chinese-American/or Green Card Holder is preferred.
Job Location: Currently the company has three offices in Silicon Valley and New York. Can be based in an existing office or a new location in Los Angeles.
