Head of US Wealth Management Business
Hireio, Inc. Los Angeles
Job responsibilities:
- Responsible for setting up the local marketing team and establishing the local customer development and customer service system in the US;
- Lead the U.S. marketing team to provide personalized overseas asset allocation for High Net-Worth Individuals to achieve sales results;
- Provide the company with opinions and suggestions on business development strategies in the US.
Job Location: Not limited, it can be based on existing offices in CA, LA and NY or a new location wherever the candidate chooses.
Requirements
Position requirements:
- Graduated from a prestigious U.S. institution, bachelor's degree or above, economics, finance-related majors are preferred;
- 10+ years of experience as a supervisor in private banking, retail banking or other business of the same type in the U.S;
- Familiar with U.S. financial products, strong market development ability, able to carry out the development of High-Net-Worth Individuals, negotiations and customer relationship maintenance, strong communication skills and implementation ability;
- Experience in team management and related management skills.
- Fluent communication and expression in English/Mandarin, Chinese-American/or Green Card Holder is preferred.
Trilogy FinancialWest Covina, 19 mi from Los Angeles
Description:
Job Summary
Join Trilogy Financial and start your professional career as a Wealth Management Assistant. We are in the active stages of expansion and are seeking motivated individuals with a passion for connecting with people...
Goldman SachsLos Angeles
YOUR IMPACT
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Robert HalfEl Segundo, 10 mi from Los Angeles
Job Title: Senior Client Services Associate
Location: El Segundo, CA (100% Onsite)
Salary: $80,000 - $100,000 per year
Employment Type: Direct Hire
Company Overview:
As a Senior Client Services Associate, you will play a key role in managing...