Business Manager at Bitget

Job Description

Key Responsibilities

• Establish and nurture long-term relationships with wealth management clients through personalized outreach and consistent communication
• Provide customized financial planning and investment advisory services to meet clients' specific objectives and risk tolerance levels
• Conduct market research and competitive analysis to identify emerging opportunities and trends in the wealth management sector
• Develop and implement strategies for client acquisition, retention, and upselling based on behavioral analytics and financial profiling
• Collaborate with internal departments to create integrated marketing campaigns and client service programs that align with business objectives
• Monitor and analyze client feedback, satisfaction metrics, and service performance to continuously improve client experience
• Coordinate with compliance teams to ensure all client interactions adhere to regulatory standards and ethical guidelines
• Prepare comprehensive client reports that highlight financial performance, market insights, and personalized recommendations
• Stay updated on financial market developments and regulatory changes to provide accurate and timely advice to clients
• Participate in client onboarding processes and maintain detailed records of client interactions and service history

Job Requirements

• Minimum of 3-5 years of experience in wealth management, business development, or related financial services fields
• Proven track record of successfully acquiring and retaining high-net-worth clients through strategic outreach and relationship management
• Strong analytical skills with the ability to interpret complex financial data and market trends to inform client strategies
• Excellent communication abilities, including the capacity to present financial concepts in clear, client-friendly language
• Proficiency in CRM systems and data analysis tools to manage client relationships and track performance metrics
• Deep understanding of investment products, tax planning, estate management, and wealth preservation strategies
• Ability to work independently while maintaining strong collaboration with cross-functional teams to achieve business goals
• Strong organizational skills with the ability to manage multiple client accounts simultaneously
• Excellent problem-solving abilities to address client concerns and develop innovative financial solutions
• Knowledge of regulatory requirements and compliance protocols in wealth management services
• Preferred qualifications include a bachelor's degree in finance, economics, or business administration, with advanced certifications such as CFP or CFA being highly advantageous
• Fluency in English and additional languages may be required depending on the client base and business needs
• Ability to adapt to changing market conditions and client needs while maintaining a high standard of service excellence
• Strong ethical judgment and commitment to maintaining client confidentiality and trust at all times