1. 協助業務推廣及開拓,提供客戶開戶資訊及相關詢問。
2. 提供諮詢軟體使用說明及平台官網活動事項解說。
3. 主動關懷既有客戶,促使客戶推薦客戶達到關係圈相互穩固效果。
1. Assist in business promotion and expansion, providing clients with account opening information and addressing related inquiries.
2. Offer explanations regarding the use of consulting software and details of activities on the platform's official website.
3. Actively engage with existing clients, encouraging them to refer others and fostering a stable network of relationships.
【專業能力】【Professional Competencies】
1. 有同業工作經驗者為優。
2. 具有獨立開發、維護、管理客戶能力,對客戶訊息敏感。
3. 熟悉國際型的理財數位型金融商品,暸解相關平台運作的特性特點。
4. 具有證券、期貨和保險相關證書者佳。
5. 具有管理團隊經驗者佳。
1.Prior experience in the same industry is preferred.
2. Ability to independently develop, maintain, and manage clients, with a keen sensitivity to client information.
3. Familiar with international digital financial products and well-versed in the operational characteristics of related platforms.
4. Possession of certifications in securities, futures, or insurance is a plus.
5. Experience in team management is a plus.