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Asia Plus Securities : Relationship Manager
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Responsibilies
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- To develop and retain good relationship with Wealth customers & prospects and generate business sales to achieve committed target
- Assess customer needs and determine the right products and refer appropriately
- Prepare and execute sales plan for prospect customer
- Execute and track own sale's activities aganinst goal
- Transform sales/services transaction into enhance customer relationship
- Maintain a current and proficient understanding of progressively complex products and services to increase sales productivity
- Ensure current and prospective customers have a consistent
and superior experiences
- Comply all policies and procedures to ensure the safety and security of Company's and customer's assets
- Follow all standard procedures to ensure acceptable aduit rating for all Company's products
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Qualifications
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- Bachelor Degree or Master Degree in related fields
- IC Complex1 License is a must
- Possess Investment Planner License (IP License) is a plus
- 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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Competencies
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