Fintech公司找資產管理業務人員

Taipei City Permanent
  • Start Up
  • New Role

About Our Client

A blockchain security company and creators of the world's first bluetooth-enabled hardware wallet.

Job Description

  • Conducting market research to identify potential selling leads from web searches, business directories or digital resources.
  • Acquiring new resellers and clients in new markets and new territories from scratch.
  • Actively seeking out new sales opportunities and qualifying leads from conferences, trade shows, cold calling, networking, social media, web-to-lead forms, digital campaigns and referrals.
  • Making outbound cold calls and setting up meetings with potential clients, understanding client needs and offering support, and handling complaints or objections.
  • Negotiating and closing deals to drive higher revenues, maintaining customer satisfaction and fostering customer relationships
  • Tracking sales metrics and improving weekly, monthly, and quarterly performance
  • Building sales pipelines, process and funnel for manual top-down reach out, onboarding, activation and expansion.
  • Collaborating with product managers, channel sales, strategic partner manager and the marketing team to achieve better sales results.
  • Executes and expands assigned customer account plan(s) which is developed in conjunction with line manager and channel promotion team.
  • 開發高端及維護貴賓級客戶,提供全方位數位商品銷售(VIP顧問服務/OTC/X-Saving)與諮詢服務。
  • 推廣及開發新的理財客戶與貴賓戶,達成業績目標,具備客戶基礎者加分。 - 解說及銷售數位資產的固定收益產品為主,採AUM(客戶資金規模)計算業績與獎金、保障年薪。
  • 維繫客群關係及定期關懷:提供客戶持續性的數位資產理財服務、適時答覆客戶各項投資規劃上的提問,維繫及深化與客戶之良好關係,維持AUM穩定增長。
  • 協助客戶完成申購產品時的KYC開戶流程、追蹤缺少資料。
  • 拜訪及洽談產品通路夥伴、提供銷售資源(文宣品等)、提報建議通路活動專案及專案執行。
  • 協同行銷部門舉辦產品說明會、投資展望會及年度VIP活動,出席並展演銷售固定收益商品、維護客戶關係。
  • 售後服務:協助客戶維持長期投資與AUM 之穩定。

The Successful Applicant

  • Eager to expand the company with new sales, clients, markets, and territories
  • Excellent sales and negotiation skills
  • Persuasive, goal-oriented, self-motivated and self-directed\
  • Comfortable making cold calls and talking to new people
  • Able to multitask, prioritize, and manage time efficiently
  • Ability to develop and deliver presentations
  • Tenacity to handle rejection and continue on with a positive attitude when reaching the next potential client
  • Knowledge of sales process from initiation to close
  • Ability to work independently or as an active member of a team and is also a team player
  • Previous experience from a sales position for a product that requires explanation, or in outbound call center, inside sales experience, or related sales experience preferred
  • Good English verbal and written communication skills; the ability to call, connect and interact with potential customers
  • Ability to work a flexible schedule and occasional overnight travel.
  • Experience in crypto is a plus
  • 積極主動,抗壓性高。
  • 認真負責,具學習熱忱及團隊合作精神。
  • 具五年以上工作經驗,至少三年在銀行理專或金融相關業務經驗者佳 - 具金融商品業務開發能力及良好溝通表達能力。
  • 孰悉全球數位貨幣市場概況及具備基本概念。
  • 優良的客戶需求分析能力,並能從即時數據中快速採取應變措施。
  • 接受新科技並了解數位金融科技能為客人帶來全新的體驗。
  • 口條良好,擅長簡報,曾經當過講師者加分。
  • 熟悉辦公室應用軟體Excel、Word、PowerPoint、Outlook。
  • 銀行財富管理、私人銀行相關業務2年(含)以上經驗加分。



TRAVEL REQUIREMENTS:
20% - 30%

What's on Offer

Stock Option

Contact
Emilia Chen
Quote job ref
JN-122021-4543782
Phone number
+886 2 8729 8231

Job summary

Job function
Banking Financial Services
Specialisation
Sales & Trading
What is your area of specialisation?
Financial Services
Location
Taipei City
Contract Type
Permanent
Consultant name
Emilia Chen
Consultant phone
+886 2 8729 8231
Job Reference
JN-122021-4543782