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Responsibilities
Primary task is to build, manage, and sustain profitable relationships with all clients. Deliverable includes meeting the key targets in terms of Asset Under Management and Revenue by providing client with superior customer service.
- Actively manage clients through regular client calls and product discussions/briefings to develop the advisory relationship with client.
- Monitor and increase AUM and Revenue targets.
- Relay to Sales Division Head feedback from clients on products being marketed by the Group and/or the sales process and suggest how product and sales process can be improved to meet the requirement of clients.
Qualifications
- Bachelor's degree preferably in finance or any business-related course.
- At least 2 years of related work experience.
- SEC Licensed Fixed Income Salesman is an advantage.
Responsibilities
Primary task is to build, manage, and sustain profitable relationships with all clients. Deliverable includes meeting the key targets in terms of Asset Under Management and Revenue by providing client with superior customer service.
- Actively manage clients through regular client calls and product discussions/briefings to develop the advisory relationship with client.
- Monitor and increase AUM and Revenue targets.
- Relay to Sales Division Head feedback from clients on products being marketed by the Group and/or the sales process and suggest how product and sales process can be improved to meet the requirement of clients.
Qualifications
- Bachelor's degree preferably in finance or any business-related course.
- At least 2 years of related work experience.
- SEC Licensed Fixed Income Salesman is an advantage.