Presentations and Training: Conduct presentations and training sessions to help clients understand and utilize the company’s products and services.
Business Development: Actively source new business opportunities and promote the company’s products and services to expand market reach.
Strategy Development: Devise and execute sales and marketing strategies to achieve business objectives.
Client Servicing: Provide ongoing support and maintain relationships with existing clients to ensure satisfaction.
Opportunity Identification: Identify new business opportunities and implement innovative strategies to drive growth.
Relationship Management: Develop and sustain strong relationships with both internal and external stakeholders.
Research and Improvement: Gather feedback, conduct research, and participate in the continuous improvement of products and services to enhance client experience.
Qualifications
Educational Background: A degree in Finance, Business, or Marketing is preferred.
Work Experience:
At least 5 years of relevant experience.
Prior experience in front-office roles at banks, brokerage firms, or fund management companies.
Experience serving Chinese clients is must
Skills and Competencies:
Strong analytical and problem-solving skills.
Excellent interpersonal and communication skills.
Outstanding presentation and client management abilities.
Personality Traits: Passionate about engaging and communicating with people, eager to embrace challenges and continuous learning.
Language Proficiency: Bilingual in English and Chinese to effectively communicate with our counterparts in China.
Bonus Points: A strong interest in investment will be an added advantage.
