Head of Wealth Management
: Job Details :

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.