Opportunity Details

The Chief Retail Officer position at the client, a leading financial services firm, offers a strategic leadership opportunity with a focus on business strategy and development. Responsibilities include defining and implementing strategies to increase market share, expanding the customer base, and developing business models for investment products. The role also involves managing the sales team and customer service to provide comprehensive financial advice, utilizing digital technology to enhance customer service.

The successful candidate will collaborate with the product development team to design financial products, create platforms and tools to support customer trading and investment, and develop marketing strategies for investment products. Additionally, the Chief Retail Officer will be responsible for developing CRM systems to increase customer loyalty, analyzing customer behavior to design sales strategies, and offering personalized investment solutions to high net worth customers. Ensuring compliance with SEC regulations and industry standards is also a key aspect of the role.

The ideal candidate will have a Bachelor's or Master's degree in Finance, Business Administration, Economics, or related fields, along with at least 10 years of experience in securities business, sales team management, or financial services. They should possess deep knowledge of traditional and alternative investment products, strong strategic management skills, and relevant licenses such as Single License, Derivatives License, or IC License. The client offers an innovative environment, opportunities for career growth, and the chance to play a key role in shaping the future of retail investment.