SVP, Institutional Channel Development

About the role

This role involves identifying, connecting with, and developing new institutional channels to establish solid and long-term cooperative relationships. You will facilitate the successful implementation of various businesses—including insurance, trusts, identity planning, and corporate overseas expansion—to achieve business targets through product placement strategies, sales team training and empowerment, scenario-based event creation, and contract service assurance. You will also manage and maintain external institutional channels by providing ongoing policy maintenance and value-added services, continuously enhancing channel satisfaction and generating new business opportunities.

Key responsibilities

• Identify, connect with, and develop new institutional channels, establishing solid and long-term cooperative relationships
• Facilitate the successful implementation of insurance, trusts, identity planning, and corporate overseas expansion businesses to achieve business targets
• Develop and execute product placement strategies
• Provide sales team training and empowerment
• Create scenario-based events
• Ensure contract service assurance
• Manage and maintain external institutional channels
• Provide ongoing policy maintenance and value-added services
• Continuously enhance channel satisfaction
• Generate new business opportunities

About you

• Bachelor's degree or above
• Experience in traditional financial institutions
• Proven track record in corporate banking, B2A channel expansion, or B2B treasury business development
• Strong business development capabilities with existing institutional channel resources
• Familiar with insurance, trusts, identity planning, and corporate overseas expansion
• Ability to promote comprehensive service solutions
• Identify with Noah's cultural values
• Strong professional ethics with a clean compliance record
• Highly goal-oriented and adaptable to change
• Overseas work or study experience is highly preferred

About us

Noah Holdings is a leading wealth and asset management service provider for high-net-worth Chinese clients globally. The Glory platform is dedicated to providing comprehensive family heritage, risk protection, and family office services. We connect outstanding global asset managers to safeguard wealthy and benevolent families.