Client Relations Officer (Licensed Sales)

Client Relations Officer (Licensed Sales - US Stock & Options Market)

Responsibilities

1. Client Engagement and Relationship Management

Build and nurture relationships with existing clients, fostering trust and loyalty through regular communication, meetings, and providing personalized support.

Initiate and lead phone interactions with USA clients to introduce the company's services, assess their needs, and tailor solutions to their investment objectives.

2. Sales & Business Development

Implement strategies to increase sales on deposit, stock trading & investment, and option trading by identifying opportunities within the existing client base and referral channels with inhouse CRM.

Collaborate with cross-functional teams in achieving KPI and revenue targets through marketing campaigns.

3. Product and Service Customization

Gather feedback from clients and analyze market trends to identify opportunities to promote new product features or improvements to existing services.

Work closely with the product development team to design and implement tailored solutions that meet the diverse needs of clients in the USA stock and options market, and occasionally other international stock markets like HK, China, Singapore.

4. Market Analysis and Industry Knowledge

Stay updated on the latest market trends, financial regulations, and US stock market developments.

Use this knowledge to offer informed advice to clients, enabling them to make well-informed investment decisions aligned with their financial goals.

5. Reporting and Documentation

Maintain accurate client records, document communications, and prepare regular reports on client interactions, sales activities, and market feedback.

6. Any ad-hoc duties as assigned.

Requirements

Bachelors degree or above in Business Management/Administration, Finance, Economics and/or related disciplines. Additional qualifications in financial planning or investment analysis are advantageous.

Solid experience in outbound telesales, client relations or a similar role within the stockbroking/finance services company or outbound call center in related industries (fintech, stock brokerage, real estate, credit card, insurance, financial or investment products) is preferred. Fresh graduates are welcome to apply.

Exposure and possessing of product knowledge on capital market, US stock market and investment-related field will be an advantage.

Must have US financial licenses (SIE, S7 and S63) or the willingness to take these financial licenses before starting work to educate clients on option trading business.

5 working days per week, while additional day shift (6am-3pm) or night shift (12am-8am) following US time zone during weekends and PH on rotational basis.

Language proficiency in English and Chinese is a must. Mastering Cantonese conversational skills would be an advantage.

Excellent communication, negotiation, and interpersonal skills.

Computer literacy skills.

Independent, self-motivated, and quick learning team player with strong result-driven skills.

Able to work well under pressure, meticulous and detail-oriented, and able to thrive in a dynamic and fast-paced environment.

Able to work on weekends occasionally and constantly seek improvement in work to hit KPI target.

We offer a comprehensive and holistic work experience and package as follows:

Competitive compensation & benefits. Monthly salary package consists of basic salary + commission + shift allowance (if applicable).

Fun loving and diverse work environment.

Business casual work attire every day.

Please note that only short-listed candidates will be contacted. Thank you.