Business Planning and Operations Manager
2 weeks ago
Job Summary
The Business Planning and Operations Manager will be responsible for developing and implementing an operational framework for private wealth business, covering high-net-worth clients, family offices and EAMs. This includes developing and executing comprehensive growth strategies to attract, engage, retain, and expand the client base.
Key Responsibilities:
- Develop and implement an operational framework for high-net-worth clients, family offices and EAMs, including client segmentation, tiering client benefits scheme, and online client portal operation.
- Formulate and execute growth strategies across the entire lifecycle of high-net-worth clients, family offices and EAMs, from acquisition to conversion, engagement, retention, and expansion.
- Coordinate and implement GTM strategies with relevant functions, including sales and service personnel, marketing manager, and other internal resources within private wealth business.
Requirements:
- Bachelor's degree or above, with over 5 years of experience in business planning and operations, including at least 3 years of experience in private wealth segment.
- Experience in establishment of sales operation framework and building operational and service systems for high net worth clients and institutions.
- Familiarity with how client origination, financial advisors, and investment consultants work, with the ability to integrate and connect online and offline service resources.
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