Our client is a premier international wealth management structuring education and research center jointly established by a top-tier university’s international finance school and a leading global wealth structuring institution. Dedicated to cross-border wealth management education and research, the center offers four core curriculum pillars—International Trusts, International Life Insurance, International Taxation, and Private Placement Life Insurance (PPLI)—alongside exclusive offshore study tours. Its student body primarily comprises entrepreneurs, corporate executives, and core family members, with program tuition at the RMB 100,000+ level.
about the team.
Backed by the institutional scale, academic prestige, and extensive faculty network of a top-ranked finance school and an international wealth advisory platform, the team operates at the forefront of China's high-end executive and family wealth education sector. Reporting directly to the Center Head, you will enjoy high autonomy to spearhead regional market expansion in key economic hubs (Shenzhen or Shanghai). As the center continues to scale its national footprint and alumni ecosystem, this role offers a clear trajectory toward senior regional leadership, broader strategic partnership management, and deep immersion into an elite network of business founders, family offices, and top-tier legal and tax advisors.
about the job.
- Regional Ownership: Lead end-to-end admissions operations for your designated city (Shenzhen or Shanghai, 1 headcount each) and surrounding areas to achieve personal and regional enrollment targets.
- Dual-Track Audience Targeting: Engage and recruit two core groups: (1) entrepreneurs, next-generation family successors, C-level executives, and CFOs—helping families cultivate "trusted insiders" who can bridge the family and external experts—and (2) senior practitioners in professional services (lawyers, accountants, and partners/executives from family offices, investment, tax, insurance, and immigration firms).
- Circle & Network Expansion: Proactively develop and nurture long-term, trust-based relationships within target entrepreneur and executive circles.
- Event Planning & Execution: Plan and host high-impact offline salons, closed-door seminars, and invitation-only briefings to drive prospect attendance and conversion.
- Full-Cycle Admissions Consultation: Provide tailored program consultations, clearly articulating curriculum design, faculty lineup, and study schedules while managing the full funnel through application, tuition payment, and onboarding.
- Alumni Relationship Management: Maintain strong engagement with current and past cohorts to generate referrals and repeat enrollments in advanced programs.
- Market Intelligence: Gather and feed back frontline market trends and client needs to support ongoing curriculum optimization and admissions strategy.
skills and experience required.
- Education & Experience: Bachelor’s degree or above, with at least 5 years of experience in sales, client relationship management, or business development targeting high-net-worth individuals (HNWIs) or corporate decision-makers.
- Industry Background: Prior experience as a Relationship Manager in private banking, trust companies, or family offices, or as an Admissions Manager/Director at EMBA programs, business schools, or executive training institutions is strongly preferred.
- Verified Client Network: Possess a genuine, sustainable network of entrepreneurs and senior corporate executives—with a focus on manufacturing, cross-border e-commerce, and tech founders/2nd-gen successors for Shenzhen, or financial and professional service circles for Shanghai.
- Domain Knowledge: Foundational understanding of finance, taxation, and family wealth succession.
- High-Ticket Sales Track Record: Proven success closing high-value products or services with single-transaction values exceeding RMB 100,000.
- Executive Presence & Discretion: Polished professional image, articulate communication skills, strong business etiquette, and strict confidentiality regarding client and family affairs.
- Consultative Mindset: Strong alignment with a trust-driven, long-term relationship model.