Our client is a reputable organization focused on meeting the complex requirements of affluent families. They provide professional advice and connect clients to a worldwide network of top-tier financial institutions. Their experienced team of consultants works hand in hand with clients to develop customized plans for wealth enhancement, safeguarding, and passing on to future generations.
 

Key Responsibilities:

• Wealth Management Strategy Planning :
  • Develop and implement the company's wealth management strategy in alignment with client needs and market trends.
  • Assess clients' financial situations and design comprehensive financial planning solutions to meet personalized needs.
     
• Client Relationship Management :
  • Establish and maintain strong client relationships to ensure satisfaction and loyalty.
  • Enhance client experience by optimizing operational processes and service quality, ensuring timely responses to client needs.
  • Conduct regular communications and feedback sessions to understand client needs and adjust service offerings accordingly.
  • Organize client salons and events to facilitate interaction and engagement among clients.
     
• Financial Service Provision :
  • Offer a range of financial services including securities trading, funds, wealth management products, financing, and wealth planning.
  • Design appropriate asset allocation strategies to help clients achieve wealth growth and risk control.
  • Coordinate internal and external resources to ensure clients receive optimal investment advice and services.
     
• Team Leadership and Management:
  • Lead and develop an efficient wealth management team, providing guidance and support to meet team goals.
  • Oversee team recruitment, training, and performance evaluation to enhance professional skills and service awareness.
  • Foster a positive team culture that motivates team members to achieve personal and collective goals.
     
• Market Analysis and Product Development :
  • Conduct regular market analysis to identify new wealth management product and service opportunities.
  • Collaborate with internal asset management departments and external institutions to enhance service quality.
  • Monitor industry trends and adjust service strategies to maintain a competitive edge.
     
• Data Analysis and Reporting :
  • Collect and analyze client data, providing regular reports to support business decisions.
  • Design and implement key performance indicators (KPIs) to monitor team and client service effectiveness.
     
• Budget and Cost Management :
  • Develop and manage the asset management operations budget, ensuring rational allocation and use of resources.
  • Monitor operational costs, seeking opportunities for cost reduction and efficiency improvement to maximize profits.
  • Conduct financial analysis to evaluate the financial performance of various operational activities and propose improvements.
     

Requirements:

• Education and Professional Background:
  • Bachelor's degree or higher in finance, wealth management, business administration, or related fields.
  • Relevant qualifications such as securities, fund, and investment advisory certifications.
     
• Work Experience:
  • At least 8 years of operational management experience in asset management or financial services.
  • Experience in international corporate operations, familiar with financial markets and products.
  • Strong client relationship management skills, capable of effectively meeting client needs.
     
• Skills and Abilities:
  • Solid knowledge of macroeconomics and financial markets, familiar with both international and domestic capital markets.
  • Excellent team management and cross-departmental collaboration skills.
  • Strong analytical and problem-solving abilities, able to work efficiently in a fast-paced environment.
  • Familiar with relevant regulations and compliance requirements, possessing good risk management awareness.
  • Exceptional communication and interpersonal skills, able to collaborate effectively with stakeholders at all levels.
     
• Personal Qualities:
  • High sense of responsibility and ability to bear the consequences of important decisions.
  • Outstanding leadership skills to motivate and guide the team towards common goals.
  • Adaptability to respond flexibly in fast-paced and changing environments.
  • Integrity and ethics, maintaining transparency and honesty in work.
  • Customer-centric approach, dedicated to providing exceptional service experiences.

We Offer:

• Competitive salary structure and comprehensive benefits package.
• Rich career development opportunities and ongoing training support to help employees enhance their professional skills and achieve personal career goals.
• Friendly and supportive work environment encouraging innovation and teamwork.

For any interested party you can share your CV to us here, or email to [via CTgoodjobs Apply Now] 

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主要職責：

• 財富管理戰略規劃 ：
  • 制定並實施公司的財富管理戰略，確保與客戶需求和市場趨勢相一致。
  • 評估客戶的財務狀況，設計全面的財務規劃方案，滿足客戶的個性化需求。
     
• 客戶關係管理：
  • 建立和維護良好的客戶關係，確保客戶滿意度和忠誠度。
  • 通過優化運營流程和服務質量，提升客戶體驗，確保客戶需求得到及時響應。
  • 通過定期溝通和反饋，了解客戶的需求變化，及時調整服務方案。
  • 組織客戶沙龍和活動，促進客戶之間的互動與交流。
     
• 金融服務方案提供 ：
  • 提供包括證券交易、基金、理財產品、融資和財富規劃等一系列金融服務。
  • 設計合理的資產配置方案，幫助客戶實現財富增值和風險控制。
  • 協調內部及外部資源，確保客戶獲得最佳的投資建議和服務。
     
• 團隊領導與管理 ：
  • 領導並發展高效的財富管理團隊，提供指導與支持，確保團隊目標的達成。
  • 負責團隊的招聘、培訓及績效評估，提升團隊成員的專業能力和服務意識。
  • 建立積極向上的團隊文化，激勵團隊成員實現個人和團隊目標。
     
• 市場分析與產品開發 ：
  • 定期進行市場分析，識別新的財富管理產品和服務機會。
  • 與內部資產管理部門和外部機構合作，整合資源，提升服務質量。
  • 監控行業動態，及時調整服務策略，以保持競爭優勢。
     
• 數據分析與報告 ：
  • 收集和分析客戶數據，提供定期報告，支持業務決策。
  • 設計並實施關鍵結果指標（KPI），監控團隊和客戶服務的效果。
     
• 預算與成本管理 ：
  • 制定和管理資產管理運營預算，確保資源的合理分配與使用。
  • 監控運營成本，尋找降低成本和提高效益的機會，確保利潤最大化。
  • 進行財務分析，評估各項運營活動的財務績效，提出改進措施。

任職要求：

• 學歷與專業背景 ：
  • 本科及以上學歷，金融、財富管理、工商管理或相關專業優先。
  • 具備證券從業資格、基金從業資格和投資顧問資格。
     
• 工作經驗 ：
  • 具備至少8年以上資產管理或金融服務行業的運營管理經驗。
  • 具有國際化企業運營管理經驗，熟悉金融市場及產品。
  • 具有良好的客戶關係管理能力，能夠有效滿足客戶需求。
     
• 技能與能力 ：
  • 具備良好的宏觀經濟及金融市場知識，熟悉國際和國內資本市場。
  • 具備優秀的團隊管理能力和跨部門協作能力，能夠有效推動團隊合作。
  • 強大的分析能力和解決問題的能力，能夠在快節奏的環境中高效工作。
  • 熟悉相關法規和合規要求，具備良好的風險管理意識。
  • 優秀的溝通能力和人際交往能力，能夠與各層級人員有效合作。
     
• 個人素質 ：
  • 責任感：對工作持有高度責任感，能夠承擔重要決策的後果。
  • 領導能力：具備卓越的領導才能，能激勵和引導團隊達成共同目標。
  • 適應能力：能夠在快節奏和變化多端的環境中靈活應對。
  • 誠信與道德：堅守職業道德，保持透明和誠信的工作態度。
  • 客戶導向：以客戶需求為中心，致力於提供卓越的服務體驗。

我們提供：

• 富有競爭力的薪資結構和全面的福利待遇。
• 豐富的職業發展機會和持續的培訓支持，幫助職員不斷提升專業技能，實現個人職業目標。
• 友好和支持的工作環境，鼓勵創新和團隊合作。

如你對職位感興趣，可以在這裡分享您的簡歷，或發送至 [via CTgoodjobs Apply Now]。

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