About the role
FinEx AI summary
Lead Prestige Private Relationship Managers to meet assigned KPIs through localized sales and marketing strategies. Run promotional activities to acquire new business, monitor sales quality, and coach the team on investment knowledge and selling skills. Support services for high-net-worth, mainlander, and offshore customers.
Core skills wealth management sales management team leadership investment consultancy sales coaching customer experience
Role details
Work style On-Site
Posted 16 Sep 2026
Sales
↗
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