- Proven track record in leading sales teams on effective investment sales strategy and sales performance
- Experience in the financial industry with HNW or family office and other client-facing functions
- Work with the executive leadership to craft roadmaps and timelines to build a client base in the Houston/Texas area.
- Improve client relationship management KPI design.
- Build, develop, and coach a team of top-notch sales talent.
- Provide feedback on critical budgeting and investment decisions.
- Ability to multitask and manage priorities
- Strong communication and negotiation skills
- Bachelor's degree in Business Administration, Finance, or a related field
- Bilingual in Chinese and English
Bilingual Client Relationship Sr Manager - Houston, United States - Beyond International Group
Description
**Selected candidates will be considered for work visa sponsorship.**
**This is an on-site position in Houston, TX**
Company Description
Beyond International is a fast-growing international investment firm that connects high-net-worth clients with appealing alternative investments in the United States and Canada. As a market leader in creating and managing custom investment funds, we grew by focusing on opportunities that larger companies did not always represent. Our clients have come to rely on us for our sustainable inflation-beating returns, income-producing potential, and liquidity. We aim to make the markets more transparent, risk more controllable, and portfolio design more efficient to help our clients grow and preserve their wealth.
Role Description
This is a full-time on-site role for a Senior Bilingual Client Relationship Manager in Houston, TX. The Sr. Manager is responsible for refining and expanding the firm's reach to Houston and Texas. You will develop sales plans to build a sales team, develop local sales strategy, generate revenue, collaborate with investment and marketing teams, and lead the sales team to build a seamless process and procedure in prospecting and contacting potential investors, addressing their concerns and queries in a timely fashion to seal the deal and ensure client satisfaction and happiness.
Qualifications