Key Responsibilities include:
- Generating new business growth through client acquisition, retention and network development
- Identify and convert prospects into clients
- Provide solutions in Wealth Planning & Trust Services needs to High Net Worth corporate and private clients
- To attend networking events and to also assist in training events for the internal team
- Demonstrate effective leadership and management
- Managing a growing portfolio of client relationships
Requirements:
- 5 years of experience within a similar role, preferably familiar with financial products. Seniority will depend on experience
- Track record of developing and growing the business
- Excellent interpersonal skills, and is driven to meet targets
- Is fluent in Mandarin, and has a good command of English.