
Business Partnership Specialist
1 day ago
Job Title: Business Partnership Specialist
">Role SummaryThe Wealth Management team is seeking a skilled Business Partnership Specialist to maintain strong relationships with High Net Worth (HNW) / Ultra High Net Worth (UHNW) clients, Family Offices, EAM clients, and institutional banks.
Key Responsibilities:- Develop and maintain partnerships with existing HNW / UHNW / Family Offices / EAM clients to drive business growth and success.
- Identify and pursue new business opportunities in wealth management through secondary and primary broking activities, including account opening, client onboarding, product roadshows, project pitching, and ad-hoc projects.
- Provide expert trading and dealing services, including equities, fixed income, futures, commodities, and 3rd party products, as well as post-trade review and data analysis to key clients.
- Collaborate with the product team to identify innovative financial products and implement them.
- Support the Wealth Management team to promote the company's professional image and increase brand awareness among clients and market share.
- Assist the dealing and IT departments in system testing and rollout.
- Degree or above in Business, Finance, or Engineering with at least 4 years of working experience.
- Strong initiative and drive to succeed, with excellent customer focus and ability to work under pressure.
- Ability to build and maintain strong working relationships with local sales representatives and provide witness services for account opening.
- Good command of written and spoken English, with proficiency in spoken Mandarin, particularly in product offering concepts and explanation to Greater China clients.
- Proficient in written Mandarin communications to clients if necessary, with relevant certifications and licensing.
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