Relationship Manager (Investment)
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Job Description:
- Work closely with regional Client Services Teams within the group to ensure completion of client onboarding process
- Proactively reach out to our clients to increase account activation and account deposit/funding rate
- Engage dormant clients to understand and address their concerns to boost client activity
- Reach out to exited clients to promote uSMART’s new features, service offerings and unique selling proposition to re-onboard them
- Achieve management set KPI targets through providing a holistic investment journey for our clients
Requirements:
- Sales experience is mandatory
- Articulate in English & Mandarin
- 1 to 2 years of working experience in a similar capacity within the equities or investment industry will be advantageous
- Basic understanding of financial products such as equities
- Excellent in interpersonal communication skills
- Self-driven and result orientated
Benefits:
- Free flow of snacks
- Monthly tea break
- Weekly FOC badminton sessions
- Annual leave
About Us:
uSMART Securities is a leading global investment company that brings ease and convenience to investors for all their investment needs.
With operations in Singapore, Hong Kong, China, and New Zealand, we believe in using technology and intelligent solutions to provide a holistic platform offering to investors that they will need in their investment needs.
With a staff strength of more than 400 strong globally, we are expanding to add talent to the team in various functions. If you are looking for an organization to develop your talent, craft out your career based on your interest, and most importantly an environment and culture that is positive and vibrant, look no further!
Job Type: Full-time
Pay: RM4,000.00 - RM10,000.00 per month
Benefits:
- Cell phone reimbursement
- Flexible schedule
- Health insurance
- Maternity leave
- Opportunities for promotion
- Professional development
Schedule:
- Day shift
- Monday to Friday
Supplemental Pay:
- Commission pay
- Performance bonus
Experience:
- Sales: 1 year (Required)
Language:
- Mandarin (Required)