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Digital Sales and Engagement Manager
Intl Wealth & Premier Banking
Sponsorship not confirmed
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About the job
Intl Wealth & Premier Banking · Shanghai, Shanghai We are seeking an experienced Digital Sales and Engagement Manager to join our team in Shanghai. As a key member of our digital sales team, you will lead the collaboration with the group digital sales team and execute the long-term strategy of digital channel wealth sales. Responsibilities: Lead the collaboration with group digital sales team and execute long-term strategy of digital channel wealth sales by leveraging existing digital presence and capabilities. Target and achieve digital wealth products and customer penetration, expanding sales volume and AUM. Lead digital sales proposition development and develop a coherent and executable partnership strategy to drive new digital leads, content partnerships, and commercial benefits. Develop a deep understanding of existing and target client segments, markets, and regulatory requirements. Lead daily sales material post-process and quality control, working closely with product and marketing teams on digital communications. Manage interactions with internal and external parties for on-time, in-budget campaign implementations. Embody customer centricity in every decision and action. Ensure compliance with regulatory requirements and internal policies. Requirements: At least 8 years of working experience in digital channel wealth operation. Proven track record of developing business and meeting sales targets. Strategic Thought Leadership: creative and proactive in proposing new business opportunities and solving complex customer or operational challenges. Project Management: competent in project planning, reporting, and managing shifting priorities. Stakeholder Influence: proven ability to build strong relationships and influence large, cross-functional teams. Good understanding of asset management and solid knowledge of financial markets, mutual fund products, and retail investor psychology. Solid Chinese and English article writing skills, strong interpersonal, influencing, and communication skills. Knowledge or ability to navigate industry and local regulatory requirements. Ability to work independently and as part of a team. Holding the Fund Practitioner Qualification Certification. Prefer majoring in Economics and Marketing.
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