Career Opportunities

Come and be part of a stimulating, fast-paced and customer-focused work environment! We are looking for talents who meet our requirements for the following position/s:
CUSTOMER SALES/SERVICE OFFICER
 
Job Purpose:

-    To deepen existing customer relationship for mass market segment in accordance with established standards

-    To acquire, grow and deepen the relationship with customers through relationship management with special focus on the analysis and satisfaction of Priority Customers’ personal financial investments and objectives

-    Provide truly professional customer service to achieve a high level of customer satisfaction and retention

Responsibilities:

-    Generate new business to achieve defined sales targets

-    Build and deepen relationships with existing clients to increase revenues

-    Provide professional customer service to achieve a high level of customer satisfaction and retention

-    Review & recommend investment applications and follow-ups including documentation

-    Adherence to Sales & Marketing and Investment Policy

-    Comply with all relevant policies and procedures covering regulatory requirements

Qualification/s:

-    Bachelor's/College Degree in Business Studies/Administration/Management, Economics, Marketing or equivalent.Strong account management background gained from a reputable bank.

-    Proven track record in handling wealth management

-    Certifications for Mutual Funds, Fixed Income and Equities are advantages

-    Self-starter and able to work independently.

-    Sound strategic thinking ability, and proven leadership and management skills.Generate new business to achieve defined sales targets.

-    Demonstrated flexibility and mobility.

-    Excellent verbal and written English communication skills and negotiation skills.

-    Preferred language(s): Chinese.

 

Year(s) of Experience
:
At least 3 year(s) of experience in sales and marketing with increasing levels of responsibility
Position Level
:
Manager
Job Reports to
:
President
Job Role
:
Customer Service & Sales
Employment Type
:
Full-Time

 
A competitive compensation and benefit package will be offered. Interested parties are required to indicate their email address and mobile number to facilitate contact. We will only respond to those whose qualifications meet our criteria.
Please email your cover letter and resume to: jobs@philequity.net