Job Description

• Build strong relationships to retain existing clients.
• 与现有客户建立良好关系。
• Build client based and networking through multi channel 
• 通过多渠道建立客户端
• Help clients implement their plans and carry out transactions.
• 帮助客户实施他们的计划并进行交易。
• Understand clients' current financial status and future financial needs.
• 了解客户当前的财务状况和未来的财务需求。
• Develop sound plans and budgets for clients.
• 为客户制定合理的计划和预算。
• Continuous update on clients' changing needs.
• 不断更新客户不断变化的需求。
• Present and sell suitable financial products and services.
• 提供和销售合适的金融产品和服务。
• Find and approach prospective clients.
• 寻找并接近潜在客户。
• Maintain updated knowledge of regulations, practices and financial products.
• 保持有关法规，实践和金融产品的最新知识。
• Maintain good recording of sales, and after sales.
• 保持良好的销售记录和售后服务。

Job Requirements

• Good communication and interpersonal skills
• 良好的沟通和人际交往能力
• A team player and highly self motivated
• 团队合作精神，高度自我激励
• Enjoy fast-paced and highly rewarding setting
• 喜欢快节奏和高回报的环境
• Good ethics, with a customer-oriented attitude
• 良好的道德规范，以客户为导向的态度。
• Experience as financial advisor or similar role; experience in sales or customer service
• 具有财务顾问或类似角色的经验; 销售或客户服务经验

Skills