Wealth Manager at Goldman Microfinance Bank

Responsibilities

• Build the wealth management team and develop team marketing strategies based on the company's stage-by-stage business objectives.
• Expand and maintain new sales channels.
• Attract and retain high-net-worth clients, and recommend suitable investment products while helping the company meet its financial objectives.
• Oversee the training and operation of the wealth management team.

Requirements

• Industry Experience: Bachelor's degree or its equivalent in a related discipline, more than 3-5 years of experience in sales of financial products (bank deposits, funds, insurance, etc.), management experience, experience in banks, wealth institutions, Internet finance and other similar positions is preferred.
• Quality: A high degree of self-motivation and self-discipline, can work effectively and independently, with the ability to apply entrepreneurial and business thinking to achieve team performance goals.
• Team Management Skills: Experiences in employee relations management, with strong coaching skills and business sensitivity.
• Client Maintenance Ability: Experiences in leading the team to attract and sell investment products to high-net-worth clients, excellent client development and maintenance skills.