Business Manager responsible for monitoring RM performance, preparing dashboards, overseeing financi
岗位职责
Monitor and analyze the performance of Relationship Managers (RMs) and Assistant Relationship Managers (ARMs), including AUM growth, revenue contribution, product mix, and other key performance indicators.
Prepare regular performance dashboards, management reports, and financial analysis to support business planning and management decision-making.
Oversee 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...