Accounts Manager (Investment)
Job Overview:
We are seeking a motivated and results-oriented client service Manager to join our team. The ideal candidate will be responsible for serving assigned clients, identifying their needs, and providing services and solutions. This role requires strong communication skills and the ability to manage client relationships effectively.
Job Responsibilities:
- Serve assigned clients by identifying their needs through phone calls and other communication channels, effectively assisting them with a/c opening, fund deposits, and improving the conversion rate of active accounts.
- Upon clients’ request, introduce the company’s overseas financial services and products, including Hong Kong and U.S. stocks, derivatives, and mutual funds, etc.
- Assist in providing clients with market investment consultations and information services, managing client relationships, and resolving issues related to trading or deposits.
- Maintain and strengthen client relationships to foster long-term engagement and satisfaction.
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)