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Responsible for developing and maintaining relationships with different kinds of clients
Explore business opportunities and generate revenues from products / services selling
Coordinate and communicate with different internal channels to support clients prospecting
Handle and execute clients orders and products trading according to the approved manuals
Keep up-to-date knowledge on the market trend, keep abreast of different investment products and services, and give input for new product development based on valuable awareness of client's investment needs
Achieve annual AUM and revenues targets set by the management
Comply with internal guidelines and those stipulated from the regulators
Other work and hoc tasks when necessary assigned by the supervisors and managers
Bachelor degree holders and above (Master degree preferred)
Relevant years of experience in client servicing
Solid products skills and strong prospecting capabilities
Excellent interpersonal skills and communication capability
Strong analytical skills and problem-solving abilities
Detail oriented and able to multi-task and work under pressure
Faster learner, team worker and self-starter with entrepreneurial spirit
High level of integrity, honesty, diligence and loyalty
Proficiency in spoken and written Mandarin and English
Internal Number: 4834055
About Pacific Focus
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