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Securities Private Banking Manager

6 months ago

Shanghai, China Selby Jennings Full time
Job responsibilities:
  • Develop and implement a business plan for the private wealth team based on the overall development strategy of the company and department;
  • Responsible for the business operations of the private wealth team, leading the team to achieve the operational targets set by the company;
  • Lead the team to expand business, develop channels, improve organizational performance, promote the company's brand, and enhance the competitiveness of the private wealth team in the region and industry;
  • Responsible for cultivating and guiding private wealth advisors and other members; Being able to complete team building, enhance team cohesion, and drive team development;
  • Strictly abide by compliance regulations, and prevent and resolve business risks.
Qualification:
  • Bachelor's degree or above;
  • Strong interest in the financial industry and wealth management business;
  • Priority is given to work experience in retail/personal business in the financial industry;
  • Possess certain knowledge of financial products and strong learning ability;
  • Focusing on customers, passionate about sales and the financial industry, proactive and confident, with excellent communication and interpersonal skills;
  • Possess fund qualification certificate and securities qualification certificate (could take the examination after onboarding)
  • Priority will be given to those who have a deep understanding of the socio-economic situation in their region.
Bonus points:
  • Relevant experience in banking, securities/futures