Managing a book of existing high-value clients Identifying and addressing client financial needs Developing tailored strategies aligned with client goals Providing value-added services such as proactive outreach, product updates, and platform tutorials Educating clients on Questrade products and services Driving asset growth and customer equity expansion Achieving monthly targets Conducting outbound calling campaigns Working independently and proactively to overachieve stretch targets
系统翻译:
管理现有的高价值客户 识别并解决客户的财务需求 制定与客户目标相符的定制策略 提供增值服务,例如主动外展、产品更新和平台教程 向客户提供有关加泰证券产品和服务的教育 推动资产增长和客户增长股本扩张 实现月度目标 开展外拨活动 独立主动地工作以超额实现延伸目标
Hold a post-secondary degree / diploma in business, finance, sales, marketing, or a related field Have 2+ years of experience in Sales, Account Management, or Relationship Management Are a subject matter expert in Questrade products Have effective communication and interpersonal skills Have strong work ethic and discipline Have a passion for continuous learning and development Have a team-oriented and collaborative mindset Are reliable, accountable, and a stickler for details Are resourceful, self-motivated, confident and energetic Are knowledgeable in stocks, options, and other investment vehicles
系统翻译:
持有商业、金融、销售、营销或相关领域的专上学位/文凭 在销售、客户管理或关系管理方面拥有 2 年以上经验 是 Questrade 产品的主题专家 具有有效的沟通和人际交往能力具有强烈的职业道德和纪律 热衷于持续学习和发展 具有团队导向和协作心态 可靠、负责、注重细节 足智多谋、自我激励、自信且充满活力 对股票、期权和股票有丰富的知识其他投资工具