金融公司Relationship Manager

薪资:$24 - $26

+1 647-372-0631

多伦多工作

$24 - $26

September 19, 2024

Build and maintain strong, long-lasting client relationships Serve as the primary point of contact for clients, addressing their inquiries and concerns promptly and professionally Develop a thorough understanding of clients’ financial goals, risk tolerance, and investment preferences Conduct regular portfolio reviews with clients to assess performance, discuss investment strategy, and identify opportunities for portfolio optimization Collaborate with our investment team to develop and implement tailored investment strategies for clients Conduct sales-related activities, including prospecting, lead generation, and client presentations Keep abreast of market trends and developments in the cryptocurrency space Collaborate with the marketing team to develop strategies for promoting our services and increasing brand visibility Represent the company at industry events, conferences, and seminars to promote our services and build relationships with potential clients Ensure compliance with regulatory requirements and internal policies Provide feedback to senior management on market trends, client preferences, and opportunities for innovation

系统翻译:
建立并维持牢固、持久的客户关系 作为客户的主要联络点,及时、专业地解决他们的询问和疑虑 深入了解客户的财务目标、风险承受能力和投资偏好 与客户定期进行投资组合审查评估业绩、讨论投资策略并确定投资组合优化机会 与我们的投资团队合作,为客户制定和实施量身定制的投资策略 开展与销售相关的活动,包括勘探、潜在客户开发和客户演示 及时了解市场趋势和发展在加密货币领域 与营销团队合作制定策略,以推广我们的服务并提高品牌知名度 代表公司参加行业活动、会议和研讨会,以推广我们的服务并与潜在客户建立关系 确保遵守监管要求和内部政策 提供向高级管理层反馈市场趋势、客户偏好和创新机会
Bachelor’s degree in finance, economics, or a related field At least 2 years of experience in client relationship management, sales, or a similar role in the financial services industry Strong knowledge of cryptocurrency markets and investment products Excellent communication and interpersonal skills Ability to work independently and as part of a team Proficiency in Microsoft Office suite and CRM software Bilingual in English & Mandarin is a mandatory requirement

系统翻译:
金融、经济或相关领域学士学位 至少 2 年客户关系管理、销售或金融服务行业类似职位的经验 对加密货币市场和投资产品有深入了解 优秀的沟通和人际交往能力 独立工作的能力作为团队的一员,熟练掌握 Microsoft Office 套件和 CRM 软件,英语和普通话双语是强制性要求

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