The Business Manager monitors and analyzes RM/ARM performance, prepares reports, oversees financial
岗位职责
The Business Manager will oversee and analyze the performance of Relationship Managers (RMs) and Assistant Relationship Managers (ARMs), focusing on key metrics such as AUM growth, revenue contribution, and product mix.
Responsibilities include preparing regular performance dashboards, management reports, and financial analysis to support business planning and decision-making.
The role involves managing the financial operations of the Wealth Management Department, including budgeting, expense monitoring, cost control, and profitability analysis.
申请条件
Bachelor's degree in any discipline.
2–4 years of relevant experience, preferably in wealth management or business support within a financial institution.
Basic understanding of RM performance indicators (e.g., AUM, revenue, product contribution) and departmental financial concepts.
雇主简介
Job Responsibilities: Perform account opening documentation checking to ensure compliance with regulatory, internal policies, KYC, CDD, and AML requirements.
Approve customer account data creation and...