North Point Branch Manager

Job Description

Duties include:

3. Assist the team in implementing various wealth management business processes, follow up on business progress, organize business materials, continuously push for the conversion of potential customers, and assist the team in achieving business objectives.

4. Responsible for departmental daily business assistance and back-end affairs, including business ledger updating, data sorting and summarizing, and document archiving, etc., to ensure the team's efficient operation.

Job Requirements

1. Have basic financial knowledge, understand the basic mode of the wealth management industry, those who have business matching, customer follow-up, and resource experience are preferred.

3. Work actively and positively, with self-motivation and independent thinking ability, strong execution ability, attention to detail, and strong sense of responsibility.

4. Have good image and temperament, decent conversation, and excellent communication and cross-departmental collaboration skills.

5. Willing to deeply cultivate the wealth track for the long term, able to calm down and accumulate resources, and willing to develop towards the customer manager business direction.