客戶拓展專員(Client Acquisition Specialist)
职位亮点
职位描述
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.
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| 工作地区 | 不指定 |