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Source EQ
Beijing, NY | Full Time
$118k-155k (estimate)
1 Month Ago
Program Manager - Financial Services
Source EQ Beijing, NY
$118k-155k (estimate)
Full Time 1 Month Ago
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Source EQ is Hiring a Program Manager - Financial Services Near Beijing, NY

Compensation and Bonus Package

5k USD per month

Must be fluent in Mandarin and English

Benefits: Group Healthcare plan, laptop

About the Organization and Position

Well known global financial advisory services firm specializing in investor programs for residence and citizenship programs is searching for a Program Manager for the fast growing Beijing office. This important role will help to manage specific international programs that empower individuals and families to become global citizens by investing in second residences and citizenship around the world. 

What’s Special About this Job

Access to high net worth individuals looking into the global community 

This firm also offers global internal opportunities and meet ups several times a year

Responsibilities

  • Ensure that all legal and procedural requirements with regard to the respective program are met
  • Follow each step of the process for all new and all existing files for each program;
  • Review existing documents and prompt concerned third party in case of discrepancy or need to provide fresh originals/copies;
  • ▪ Supervises and maintains the company’s archives, database, and all existing CRM and workflowprocess management systems
  • Input reference dates and information regarding the progress of the file in the existing CRM and workflow process management systems;
  • Make sure that the existing CRM and workflow process management systems contain true, correct, and up-to-date information about all files at all times.
  • Reply to inquiries and requests about ongoing files within one business day

Experience

  • Well-organized and responsible with an aptitude in problem-solving 
  • University Degree in Marketing, Business or similar
  • Team player, collaborative, reliable, flexible and cooperative with a high level of dedication; 
  • Excellent verbal and written communication skills;
  • Previous experience as a Relationship Manager will be considered a plus
  • Fluent English and Mandarin Speaker

Job Summary

JOB TYPE

Full Time

SALARY

$118k-155k (estimate)

POST DATE

03/04/2023

EXPIRATION DATE

04/16/2023

WEBSITE

sourceeq.com

HEADQUARTERS

Beverly Hills, CA

SIZE

<25

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