Contact number：02 8267 6500email: [email protected]Recruitment Company: EDT Global
Blooming Financial ServicesGroup in Melbourneand Sydney.Upgrading Opportunity availablewithin financial services. ·Our Company:· Has established itself as aninnovativecategory leader in theprovision of financial services.· Primarily provides consultancy assistanceto high net worthindividuals andbusinesses in regardswith financial products inthe market to achieve client's financial goals.·The immediate role include:· Actively maintaining existing client's expectationand relationship.· On boarding new clients.· Maintaining & updating clients' portfolio via the systems.· Distribution of marketing information to clients.· Implementing the company policies and following the instructionsfrom team leader.· Work together with other functionteam to identify and respond to the customer expectations. ·Youshould have:· Previous experienceina corporate or financial servicesenvironment will be highlyregarded.· Experience thriving in a cold leads/ number'sdriven environment.· Superior consultation skills:client facing,negotiation and objection handling.· Advanced CRMordatabase management skills.· Fantastic interpersonal and presentation skills-able tosell to all business level.· Basic financial servicesknowledge |
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