Partner Requirements
Core Qualifications
5+ years of experience in finance, investment, wealth management, or related industries
Possess a stable pool of high-net-worth clients, or have strong business development capabilities
International Investment, Identity Planning, Tax Optimization, & More
Entrepreneurial, with acute market awareness and strong execution.
Certifications preferred (Securities Practitioner, Fund Practitioner, Financial Planner, etc.)
Bachelor's degree or above
Key Responsibilities
Expand & maintain high-net-worth clients, establishing a stable client base.
Drive business growth and achieve revenue targets with the Baiyue System.
Designing Customized Wealth Management Solutions for Clients
Build & Manage Your Own Team for Scalable Growth
Maintain brand image and service quality, ensuring customer satisfaction
Regularly attend training & industry exchange events
Partnership Model Comparison
Partner Success Story
李
Partner Li
Resource Partner
18 months with the company, managing a team of 25, annual revenue $12 million
“Baiyue's system and support allow me to focus on client service, and performance growth has far exceeded expectations.”
王
Partner Wang
Technology Partner
Joined for 12 months, customer resources continue to grow, annual revenue $8 million
“A professional investment team and a mature product system enable me to provide higher quality services to clients.”
张
Partner Zhang
Founding Partner
Joined 6 months ago, successfully built a team of 8 people, annual revenue $5 million.
“In the startup process from 0 to 1, the support of the Baiyue team is crucial.”
Ready to Join Baiyue?
No matter which partnership model you choose, Boyue will provide you with a complete business system, professional team support, and broad development space. Let's grow together and jointly build the future of high-end wealth management.
Quick Start
Launch Completed in 30 Days
Rapid Growth
Achieve Goals in 6 Months
Ongoing Support
Lifetime Partner
Email Inquiry
Phone Consultation
+852 XXXX XXXX
On-site Consultation
Shenzhen Diwang Building · Hong Kong Tsim Sha Tsui Canton Road New World Centre