ROLE AND RESPONSIBILITIES
- Develop and execute sales strategies to generate new business revenue.
- Prepare necessary marketing materials as required in the execution of sales strategies.
- Conduct basic KYC (know-your-client) and necessary documentation procedures for preliminary onboarding.
- Address and resolve client enquiries through close collaboration with internal teams.
- Able to understand client needs and market trends to identify new cross-selling opportunities.
- Work with marketing team to maintain and enhance corporate brand and outreach.
- Participate in relevant cross-department discussions to streamline internal processes.
- Other relevant duties as required.
KEY SKILLS AND EXPERIENCE
- Bachelor's degree or equivalent in Finance, Business, Economics or a related field
- 1-3 years’ experience in sales or front-office roles dealing with corporate/institutional or professional individual clients. Open to fresh graduates.
- Strong knowledge of and keen interest in financial markets and instruments, including derivatives (futures & options) and FX.
- High level of proficiency in MS Excel/PowerPoint/Word and financial market tools (ie Bloomberg).
- Excellent verbal and written communication skills in both English and Chinese is a MUST.
