Job Responsibilities
Business Development and Strategic Planning: Develop and implement comprehensive and forward-looking market expansion strategies to actively develop, attract, and manage high-net-worth and ultra-high-net-worth clients.
Customized Wealth Solutions: Deeply understand the individual needs of clients and their families, and provide comprehensive, tailor-made wealth management, asset allocation, family succession, and consulting services.
Helix Platform Resource Integration: Leverage Helix's flexible ecosystem, open product platform, and high-quality resources to proactively explore business opportunities and provide clients with innovative and competitive integrated solutions.
Cross-Institutional Strategic Cooperation: Establish and maintain close partnerships with external partners, financial institutions, investment platforms, and professional service providers to promote the efficient implementation of business strategies.
Compliance and Risk Management: Strictly adhere to regulatory standards and proactively promote the "Know Your Customer" (KYC) and due diligence processes for clients and their affiliates to ensure that business operations fully comply with regulatory requirements.

Job requirements
Industry Experience: 8 years or more of client relationship management experience, with a strong track record in private banking, external asset management, or family offices, and an outstanding history of serving high-net-worth clients.
Performance: A proven track record of success in asset growth, asset management, and revenue generation.
Strategic Vision: Possess excellent business planning capabilities, and be capable of independently developing strategies, expanding markets, and driving sustained business growth.
Market Network: Possess an extensive network of high-end contacts and a deep understanding of the regulatory environment, market dynamics, and business culture of major Asian markets (especially Greater China).
Communication and Coordination: Possess outstanding leadership, strong stakeholder management skills, and excellent problem-solving abilities for complex issues.
Language Skills: Possess excellent spoken and written skills in both Chinese and English, and be able to conduct business negotiations and communications fluently in Cantonese, English, and Mandarin.