Job Description
Lead the establishment of a channel system in Canada targeting Chinese high-net-worth individuals. Focus on building networks for innovative financial products through a client-centric approach.
In this role, you'll develop a channel strategy that encompasses Chinese HNW clients in Vancouver and Toronto while ensuring compliance with applicable regulations. As the Head of Distribution, your goal will be to enhance brand recognition within the financial community and to expand local team capabilities as business needs grow.
Key Responsibilities:
• Create and execute a channel strategy focused on Chinese wealth management
• Foster connections with HNW clients and financial partners
• Work with compliance teams to meet Canadian market regulations
• Increase brand awareness at family office and industry events
• Oversee local team growth and manage financial aspects
Requirements:
• 12+ years in wealth management or channel growth
• Bilingual in English and Man...
In this role, you'll develop a channel strategy that encompasses Chinese HNW clients in Vancouver and Toronto while ensuring compliance with applicable regulations. As the Head of Distribution, your goal will be to enhance brand recognition within the financial community and to expand local team capabilities as business needs grow.
Key Responsibilities:
• Create and execute a channel strategy focused on Chinese wealth management
• Foster connections with HNW clients and financial partners
• Work with compliance teams to meet Canadian market regulations
• Increase brand awareness at family office and industry events
• Oversee local team growth and manage financial aspects
Requirements:
• 12+ years in wealth management or channel growth
• Bilingual in English and Man...
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