CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
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Establishing and develop Wealth Management business model across various business units and client segments
Create value propositions for customer segments by identifying business opportunities through positioning of relevant products (Investment, Insurance, Retirement, Alternatives) to meet needs of various target segments
Achieve business targets as established by the management so as to improve profitability, cross-selling, client retention and market share
Develop and maintain good business relationships with strategic partners
Over 12 years of practical experience in Wealth Management with key focus on sales management and product development
Proven track record and skill sets in people management in matrix organization
High level of professional integrity proven by past career records
Consistent and proven track record in wealth management & financial planning products.
If you are interested please send your full resume in MS Word format, along with salary history and expectation to Daniel Luk (email@example.com) and a cc: copy to firstname.lastname@example.org