FENWICK FINANCIAL SERVICES ยท 1 day ago
Vice President of High Net Worth Advisory
United States
Full-time
Remote
Director/Executive
20+ years expFENWICK FINANCIAL SERVICES is a newly established company in the development phase focused on serving high-net-worth clients. The Vice President of High Net Worth Advisory will be responsible for building a comprehensive client service system and guiding the company through its transition from development to operational phase, ensuring compliance and risk control while enhancing customer experience.
Architecture and Planning
Responsibilities
Building the High-Net-Worth Client Service System
Client Acquisition and Service Launch Support
Consultant System and Organizational Collaboration Building
Compliance, Risk Control, and Customer Experience Synergy
Customer Data and Management Rhythm Establishment
Qualification
Required
Over 20 years of experience in serving high-net-worth or ultra-high-net-worth clients
Participated in at least one complete process from 'system building' to 'real client operation'
Can clearly explain which customer service rules must be determined before customer acquisition
Can clearly explain which risks cannot be left unresolved until the customer base scales up
Able to make judgments in an environment with limited information and extremely high trust requirements
Able to deeply co-build customer strategy with the founding team, rather than merely acting as a sales or execution role
Company
FENWICK FINANCIAL SERVICES
ELANCOURT
2-10 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase