Customer Relationship Associate

  • Sales & Business Development
  • China - Shanghai

Our client is the largest French independent advisory in Asia with offices in Shanghai, Hong-Kong, Dubai and Paris. They assist families, executives and business leaders in structuring and managing their assets worldwide. Their expertise is based on all the real estate, financial and alternative investment vehicles, guaranteeing their clients sustainability and security in our diagnoses and recommendations. Their DNA is the defense of their clients’ interests. Backed by personalized service, they are committed to maintaining a long-lasting relationship with each of them.


As the client is expanding globally very rapidly, we are looking on their behalf for motivated Customer Relationship Associates, eager to join their team in one of their offices.


Job location: Shanghai


Overall Purpose

As a business developer you will be working closely with a Senior Wealth Manager. This role involves strong business development and relational skills to develop new business opportunities.


You will work with our clients on positive life changing decision.


This is an entry level position. The goal is to match certain KPIs and qualify for international certifications in order to rise as a Wealth Advisor.


Job Description

  • Generate new relationship and business opportunities through networking, cold calls and referrals
  • Work closely with a Senior Wealth Manager on the development strategy Schedule meetings with potential clients
  • Achieve quantified objectives Organize and participate to seminars and events Provide administrative support
  • You will be trained by a Partner until you are ready to work on your own.



Job Requirements

  • Fluent French and English
  • Bachelor’s degree in Finance, Business or Economics
  • Previous experience in business development
  • Excellent written and verbal communication skills
  • Strong organizational, analytical, and interpersonal skills
  • Ability to excel in a fast-paced, team environment
  • Proficiency in Microsoft Office applications is a must


Information and Application

If you are interested in and qualified for this position, please send your resume to Suitable candidates will be contacted within one month upon application.


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