Client Relationship and Sales Assistant
4 days ago
In this Asset Management Professional position at Bank of China, you will focus on building and maintaining strong relationships with clients, identifying new business opportunities, and promoting our investment products. Key aspects of the job include:
Key Responsibilities:
- Undertake thorough due diligence on new clients to ensure their suitability for our services.
- Develop and implement strategies to grow business revenue, targeting both existing and potential clients.
- Maintain regular communication with clients to understand their needs and preferences.
- Collaborate with internal teams to deliver high-quality services and achieve business objectives.
- Perform other duties as required by management.
Requirements:
- Relevant degree in a business-related field; professional certifications like CPA, ACCA, CFA, FRM are desirable.
- At least 2 years of experience in asset management or a related field, preferably in a client-facing role.
- Strong knowledge of economics, finance, and financial regulations, with the ability to apply this expertise effectively.
- Excellent communication, interpersonal, and problem-solving skills.
- Fluency in English, Mandarin, and Cantonese is essential.
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