Head of Private Clients (Securities company)
Must-have:FinTech
- Develop and implement business strategies and plans to grow the Priority Banking customer segment in alignment with the company’s overall business objectives.
- Take overall responsibility for the Priority Banking business, including business planning, execution, sales management, and performance monitoring to ensure the achievement of assigned business targets.
- Manage the Priority Banking customer portfolio; develop customer segmentation...
- Bachelor’s degree or above in Finance, Banking, Securities, Economics, Business Administration, or a related field.
- Hold a Securities Brokerage License or a higher-level professional securities license (Fund Management Certificate).
- At least 10 years of experience in finance, banking, or securities, including a minimum of 5 years in managing and developing relationships with Priority Banking, high-net-worth, or...