Head of Financial Partners
Core
Develop and maintain financial industry channels including family offices, independent wealth advisors, asset management institutions, banks, and financial KOLs to drive AUM and revenue growth.
Role type
Senior IC Head of Financial Partners
Builds
Stable partner networks and product collaboration pipelines
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Business development, partnership management, contract negotiation, due diligence, channel performance analysis, regulatory compliance, cross-institutional communication
Preferred skills
Existing network with family offices and banks, product knowledge in securities and wealth management
Technologies
N/A
Responsibilities
Design cooperation schemes and follow up on contract signing, track channel performance data and optimize cooperation models, organize joint roadshows and business exchanges, ensure channel cooperation processes comply with SFC regulations and internal compliance requirements
Seniority
Senior, hands-on IC