Career

Dynasty Holdings

Relationship Manager

As a Relationship Manager, your primary responsibility is to build and maintain strong relationships with clients. This involves understanding their financial needs, offering appropriate financial products and services, and ensuring overall client satisfaction.

Job Rountine

Client Relationship Management:

  • Establish and nurture relationships with high-net-worth clients.
  • Assess clients’ financial goals and recommend suitable products and services.
  • Provide ongoing support and address client inquiries.

Sales and Business Development:

  • Achieve sales targets by promoting financial products.
  • Identify new business opportunities and expand the client base.

Financial Advisory:

  • Stay updated on market trends and investment opportunities.
  • Provide financial advice and strategies to meet clients’ objectives.

Job Requirements

  • Bachelor’s degree in Finance, Business, or related field.
  • Proven experience in financial services and client relationship management.
  • Strong communication and sales skills.
  • Relevant licenses and certifications (e.g., Certified Financial Planner) are a plus.

CEO Assistant

As the CEO Assistant, your role involves providing administrative support to the CEO, managing communication, and coordinating high-level tasks.

Job Rountine

Administrative Support:

  • Manage the CEO’s calendar, appointments, and travel arrangements.
  • Prepare reports, presentations, and correspondence.

Communication Management:

  • Serve as a liaison between the CEO and internal/external stakeholders.
  • Handle incoming communications and prioritize tasks.
  • Project Coordination:
  • Assist in coordinating high-level projects and initiatives.
  • Collaborate with other executives and departments.

Job Requirements

  • Bachelor’s degree in Business Administration or related field.
  • Proven experience as an executive assistant or similar role.
  • Exceptional organizational and communication skills.
  • Ability to handle sensitive and confidential information.
  • These outlines provide a general framework, and specific details can be adjusted based on the company’s unique needs and industry requirements.

Operation Officer

As an Operation Officer, you will be responsible for overseeing daily operational activities, ensuring efficiency, and implementing streamlined processes.

Job Rountine

Process Improvement:

  • Identify areas for operational improvement and implement streamlined processes.
  • Optimize workflows to enhance efficiency.

Risk Management:

  • Assess and mitigate operational risks.
  • Implement and monitor compliance with operational policies.

Collaboration:

  • Coordinate with different departments to ensure smooth operations.
  • Implement and oversee operational projects.

Job Requirements

  • Bachelor’s degree in Business, Operations Management, or related field.
  • Proven experience in operations management.
  • Strong analytical and problem-solving skills.
  • Knowledge of regulatory requirements and compliance.