Overview

This position is responsible for advising and maintaining client relationships in the marketing function.

Main Duties

Develops and maintains client relationships.
Responsible for achieving annual revenue targets and objectives
Trusted advisor who succeeds in maintaining a group of dedicated clients.
Builds 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 developmen
Monitors tasks for quality assurance to meet client servicing needs.

Requirements

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
Responsible for achieving annual revenue targets and objectives.
Trusted advisor who succeeds in maintaining a group of dedicated clients.
Builds 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.
Able to read, write and communicate fluently in both English and Chinese are strongly preferred as this role is required to deal with clients.

Reporting To