保存工作 返回搜索结果 职责描述 职位概要 类似职位 Join a lead international advisory platform serving high-net-worth clients Build strategic partnerships and drive growth across wealth markets. 关于我们的客户 Our client is a globally recognized professional insurance organization with a strong presence across Asia and other international markets. Through close collaboration with financial institutions and advisory partners, the business delivers tailored wealth planning and risk management solutions to affluent and high-net-worth individuals worldwide. 职责描述 Develop and strengthen relationships with private banks, wealth management firms, securities companies, and other referral partners. Identify opportunities to introduce wealth planning and protection solutions to high-net-worth clients. Deliver product and market training sessions to business partners and referral networks. Support partners throughout the client engagement process, from opportunity identification through to successful implementation. Provide professional advice and consultative solutions tailored to clients' wealth planning objectives. Collaborate with internal stakeholders to ensure a seamless and high-quality client experience. Monitor market developments, industry trends, and evolving client needs, providing feedback to management teams. Ensure all business activities are conducted in accordance with internal policies, compliance standards, and regulatory requirements. Contribute to business development initiatives and support the achievement of sales and revenue objectives. 理想的求职者 Bachelor's degree or above. 8+ years of experience within banking, wealth management, insurance, financial advisory, or broader financial services sectors. Demonstrated success in business development, relationship management, or consultative sales. Strong network and relationship-building capabilities within the financial services industry. Excellent communication, presentation, negotiation, and stakeholder management skills. Fluent in both English and Mandarin, with strong written and verbal communication abilities. Self-motivated, commercially driven, and capable of working effectively in a fast-paced environment. Strong organizational and time management skills with the ability to manage multiple priorities. Willingness to travel as required. 薪酬待遇 Competitive compensation package with attractive performance-based incentives. Opportunity to work with lead financial institutions and high-net-worth clients. Exposure to sophisticated wealth planning and advisory solutions. International and collaborative working environment with regional exposure. Strong career development opportunities within a growing and reputable organization. Access to extensive training, professional development, and industry-lead expertise. 联系 Junvy Zhang 职位编号 JN-072026-7056866 联系电话 +8621 6026 8087 职位概要 职位类别 金融服务与银行 子类别 保险 行业 金融服务 地区 上海 工作类型 全职 顾问名字 Junvy Zhang 顾问电话号码 +8621 6026 8087 职位编号 JN-072026-7056866
