- Develop and execute comprehensive business strategies to identify, acquire and manage High Net Worth (HNW) clients;
- Deliver personalized wealth management solutions and advisory services tailored to the needs of HNW clients;
- Leverage market insights to capitalize on business opportunities that drive portfolio growth and client acquisition;
- Collaborate closely with stakeholders across the organization to ensure seamless delivery of strategic objectives;
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wealth strategist - Hong Kong - beBeeInvestment
职位名称: Relationship Manager
描述
Role Summary:
We are seeking a strategic business development professional to join our team.
Key Responsibilities:
This role requires strong relationship-building skills, paired with a deep understanding of market trends. The ideal candidate will have
Requirements:
Pertinent information about private banking or wealth management industry experience includes ten years minimum.
The successful candidate should also possess fluency in written/speaking Chinese (Mandarin)
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