
Chief Partnership Developer
2 weeks ago
Job Title:
Spearhead Client Engagement
Key Responsibilities
- Drive outbound business development and consultative sales to high net worth individuals and family offices.
- Oversight of the end-to-end client journey: sale, onboarding, portfolio discussions, and relationship building.
- Communicate investment strategies clearly, focusing on hyper-personalization, goal-focused, and quant & AI-driven approach.
- Collect structured client feedback and collaborate with cross-functional teams to inform product direction.
The ideal candidate will possess 5+ years of experience in wealth management, PMS/AIF advisory, or private banking, along with a strong academic background from premier institutions and willingness to obtain the NISM Series XXI-B certification.
Culture OverviewA performance-driven environment focused on resolving users' problems. Our culture emphasizes fulfillment through excellent work, pursuit of excellence, talent density, relentless innovation, speed of execution, radical candor, truth alone triumphs, pride in craftsmanship, and fewer rules rule.
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