房屋贷款公司 Dealing Representative

薪资:$18 - $20

+1 647-372-0631

多伦多工作

$18 - $20

March 26, 2024

Strategic Investment Activities: Execute investment activities aligned with the company’s business strategy and annual targets to maximize returns and achieve financial objectives.
Annual Sales Target: Develop and implement a comprehensive sales strategy plan, to meet and exceed the annual sales target, ensuring sustained growth and profitability.
Investor Relations: Direct and coordinate investor relations efforts, fostering strong relationships with existing investors and attracting new ones.
Client Management
– Retention: Manage a dynamic pipeline of prospects and core clients by regularly updating CRM and communicating regularly to provide market trends.
Networking and Outreach: Expand the investor base through the organization of industry events via email communication, telephone, and sales presentations

系统翻译:
战略投资活动:执行与公司业务战略和年度目标相一致的投资活动,以实现回报最大化并实现财务目标。
年度销售目标:制定并实施全面的销售战略计划,以满足并超越年度销售目标,确保持续增长和盈利能力。
投资者关系:指导和协调投资者关系工作,与现有投资者建立牢固的关系并吸引新投资者。
客户管理
– 保留:通过以下方式管理动态的潜在客户和核心客户渠道:定期更新 CRM 并定期沟通,以提供市场趋势。
网络和外展:通过电子邮件通信、电话和销售演示组织行业活动​​,扩大投资者基础
Proven experience of at least 5 years in investment sales and strategy execution.
Must be fluent in both Chinese (Mandarin) and English Strong analytical and strategic thinking skills.
Excellent communication and interpersonal abilities.
Ability to effectively manage and nurture client relationships.
Results-driven with a proven track record of meeting or exceeding sales targets.
Proficiency with any CRM is a plus.
Canadian Securities Course (CSC) or Exempt Market Proficiency Course (EMP) is a must, CIM, CFP, and CFA will be an asset.

系统翻译:
拥有至少 5 年投资销售和策略执行经验。
必须精通中文(普通话)和英语。强大的分析和战略思维能力。
出色的沟通和人际交往能力。
能够有效地管理和培养客户关系。
以结果为导向,具有达到或超过销售目标的良好记录。
精通任何 CRM 者优先。
加拿大证券课程 (CSC) 或豁免市场熟练课程 ( EMP)是必须的,CIM、CFP和CFA将是资产。

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