General Description
This position is responsible for advising and maintaining client relationships in the marketing function.
Main Duties
- Develop and maintain client relationships.
- Responsible for achieving annual revenue targets and objectives.
- Trusted advisor who succeeds in maintaining a group of dedicated clients.
- Build market share; able to enhance client asset size over time.
- Competent in advising clients on investment products and services.
- Actively involved in new business development; able to anticipate and capitalize on business opportunities.
- Keeps up to date with products and services; may give input for new product development.
- Monitors tasks for quality assurance to meet client servicing needs.
Qualifications
- At least 10–15 years’ relevant experience.
- Strong interpersonal, communication and client interfacing skills.
- Good university degree.
- Preferably completed professional qualifications: CACS Papers I and II.
- Driven and entrepreneurial.
- Good business acumen.
- Able to read, write and communicate fluently in both English and Chinese (strongly preferred as this role requires dealing with clients).