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Asia Plus Securities : Relationship Manager
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Responsibilies
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Responsibilities:
- Identify customer's need to provide professional advice on investment product to achieve committed target
- Build long-term relationship with high net worth customers to expand customer based
- Facilitate financial services to complete customer transaction
- Maintain proficient knowledge of complex investment products to enhance sales productivity
- Prepare and execute sales plan for prospect customers
- Ensure existing and prospective customers have superior service experience
- Exceed individual sales performance to accomplish organizational goal
- Comply all policies and procedures to ensure the safety and security of Company’s and customer’s assets
Qualifications:
- Bachelor’s Degree or Master’s Degree in related field
- IC Complex1 License holder is a MUST
- Possess Investment Planner License (IP License) is a plus
- Minimum 2 years of experience
- Experience in private wealth, marketing optimization processes is an advantage
- Pleasant personality with good communication skills
- Good command of spoken and written English
- Good governance, Responsive, Accountability, Creativity, Enthusiasm
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Qualifications
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Competencies
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