客户经理岗(金葵花)- 私人财富管理部
Core
Build and maintain client relationships to provide solutions for offshore financial service needs, coordinate with domestic branches and private wealth centers, sell financial products, and identify potential clients for the Private Wealth Management Center.
Role type
Client Manager (Gold Sunflower) in Private Wealth Management
Builds
Offshore financial service solutions and financial products
Domain
Banking, Private Wealth Management
Deliverable
client delivery
Required skills
relationship management, product sales, client acquisition, cross-regional coordination, English fluency, Mandarin fluency
Preferred skills
ability to travel to mainland China
Technologies
N/A
Responsibilities
Establish and maintain client relationships, coordinate with domestic branches and private wealth centers, complete financial product sales, identify and refer potential clients to the Private Wealth Management Center
Seniority
Entry to Mid-level, 1+ years experience