Position Overview
(
- Build strong relationships to retain existing clients.
- 与现有客户建立良好关系。
- Build client based and networking through multi channel
- 通过多渠道建立客户端
- Help clients implement their plans and carry out transactions.
- 帮助客户实施他们的计划并进行交易。
- Understand clients' current financial status and future financial needs.
- 了解客户当前的财务状况和未来的财务需求。
- Develop sound plans and budgets for clients.
- 为客户制定合理的计划和预算。
- Continuous update on clients' changing needs.
- 不断更新客户不断变化的需求。
- Present and sell suitable financial products and services.
- 提供和销售合适的金融产品和服务。
- Find and approach prospective clients.
- 寻找并接近潜在客户。
- Maintain updated knowledge of regulations, practices and financial products.
- 保持有关法规，实践和金融产品的最新知识。
- Maintain good recording of sales, and after sales.
- 保持良好的销售记录和售后服务。
(Apply now at #J-18808-Ljbffr