
Client Advisor|Financial Information - HN|2|11/30/2021
1. Key Areas
a. Business Development (80%)
• Actively source and approach targeted potential clients; build sustainable and conducive relationships to develop a pipeline of qualified opportunities
• Understand prospective clients’ requirements and explain the key features of FiinTrade’s products and services tailored to their needs
• Persuade and turn prospective clients into paid users and close the deal
• Promote FiinTrade products and services to new and existing clients, cross selling and/or up selling other divisions’ products and services to maximize FiinGroup’s revenue
b. Customer Care (20%)
• Prepare proposals, quotations, contracts, payment requests; follow-up service fee collection etc.,
• Responsible for preparation of monthly sale reports
• Create and maintain a database of current and potential clients
2. Requirements
- Education: Bachelor’s degree with major in Economics
- Experience: Min 01-year experiences as Sales & Customer Support or related job
- Skill:
• Good command of English (TOEIC 700, IELTS 6.0)
• Excellent communication skill, both verbal and written
• Proficiency in MS. Word and MS. Excel
• Excellent presentation skill
• Good negotiation skill
- Attitude:
• Outgoing & Friendly
• Target-oriented
• Independent
- Knowledge: General knowledge on Securities / Equity market
5. Remuneration package:
• Negotiable salary and incentive / bonus scheme
• Opportunity to work with leading financial experts and Japanese experts, and work in an innovative and professional work environment.
• Entitled to open career path.
• Working within an open, supportive, young and dynamic team environment
• Other benefits such as insurance, company retreat, monthly team outings and events.
• Policies on social insurance, health insurance, unemployment insurance, labor insurance and other benefits in accordance with the provisions of the Labor Law.
• 5 working days per week (Monday to Friday).
6. Report:
• Report to Line Manager/Team Leader
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