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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