Job Description

Job Description:

1. Presentations and Training: Conduct presentations and training sessions to help clients understand and utilize the company's products and services.

2. Business Development: Actively source new business opportunities and promote the company's products and services to expand market reach.

3. Strategy Development: Devise and execute sales and marketing strategies to achieve business objectives.

4. Client Servicing: Provide ongoing support and maintain relationships with existing clients to ensure satisfaction.

5. Opportunity Identification: Identify new business opportunities and implement innovative strategies to drive growth.

6. Relationship Management: Develop and sustain strong relationships with both internal and external stakeholders.

7. Research and Improvement: Gather feedback, conduct research, and participate in the continuous improvement of products and services to enhance client experience.

Job Responsibilities:

1. Educational Background: A degree in Finance, Business, or Marketing is preferred.

2. Work Experience:o At least 5 years of relevant experience.o Prior experience in front-office roles at banks, brokerage firms, or fund management companies.o Experience serving Chinese clients is must

3. Skills and Competencies:o Strong analytical and problem-solving skills.o Excellent interpersonal and communication skills.o Outstanding presentation and client management abilities.

4. Personality Traits: Passionate about engaging and communicating with people, eager to embrace challenges and continuous learning.

5. Language Proficiency: Bilingual in English and Chinese to effectively communicate with our counterparts in China.

6. Bonus Points: A strong interest in investment will be an added advantage.