Director, Wealth Management
1 day ago
Join Our Team: Director, Wealth Management (Taiwan) at ELIM
Elim Investment Management is a North America-based, family office-backed investment firm specializing in innovative, tax-efficient US real estate solutions tailored for Asia-based investors.
Key Responsibilities:
- Lead B2B business development with primary focus on Taiwan, extending across APAC.
- Build and maintain strategic relationships with institutional clients, family offices, wealth management firms, and key partners.
- Design customized investment solutions to meet partner needs.
- Drive revenue growth through partnerships, contract negotiation, and deal closure.
- Deliver business forecasts and performance reports to senior management.
- Represent ELIM at industry events and conferences.
- Collaborate cross-functionally to ensure client satisfaction and sustained growth.
- Monitor market trends and provide strategic insights; frequent travel in Taiwan and APAC required.
Qualifications & Experience:
- Prior experience and established connections in wealth management, multi-family offices, financial advisory, or insurance brokerage sectors are a strong advantage.
- Proven success in business development, client acquisition, and relationship management.
- Entrepreneurial mindset with strong analytical, strategic, communication, and negotiation skills.
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