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客戶拓展專員(Client Acquisition Specialist)
Success Max Trading Limited (Not Specified)
6 days ago
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客戶拓展專員(Client Acquisition Specialist)


Not Specified
0 year(s) work experience

Job Description

職位類型:[全職/兼職]

主要職責:

1. 通過維護自有客戶群、進行二次銷售,全力确保个人及团队销售目标的超额完成。

2. 與客戶保持溝通,確保交易高效且合規執行;

3. 協同多方完成客戶身份認證(KYC)及帳戶開立流程;

4. 與業務支持團隊協作,推動整體業務目標實現;

5. 制定並完善商業計畫、銷售策略及行動方案。

任職要求:

1. 對金融类產品有濃厚興趣;

2. 擁有特定行業人脈資源者優先,尤其是奢侈品、高淨值個人/機構及金融領域;

3. 具備出色的溝通及人際交往能力;

4. 既能獨立開展工作,也能在團隊中高效協作。

我們提供:

1. 基本工資 + 無上限傭金計劃。

2. 極具吸引力的傭金比例,配備支持性團隊;

3. 堅實的職業發展平臺。

Job Title:

Client Acquisition Specialist

Job Type: [Full-Time/Part-Time]

Key Responsibilities:

• Achieve sales targets by retaining and upselling to your own client base while exploring new business opportunities .

• Liaise with customers to ensure payment transactions are efficient and compliant.

• Work with various parties to complete the KYC and account opening process.

• Collaborate with the business support team to achieve overall business goals.

• Prepare and develop business plans, sales strategies, and action plans.

Qualifications:

• Strong interest in finance products.

• Established network within specific industries, particularly luxury brands, High Net Worth individuals/institutions, and financial sectors is preferred.

• Strong communication and interpersonal skills.

• Ability to work independently and collaboratively in a team environment.

What We Offer:

• · Base salary with an uncapped commission scheme.

• Attractive commission rate with a supportive team.

• A solid platform for professional development.


Job Function
Work Location Not Specified

About company
Success Max Trading Limited