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Investment Client Advisor

1 week ago

Kuala Lumpur, Kuala Lumpur, Malaysia moomoo Full time

Key Responsibilities

  • Build and nurture relationships with existing clients through regular communication, meetings, and personalized support
  • Initiate and lead interactions with potential clients to introduce Moomoo's services and assess their needs
  • Implement strategies to increase sales by identifying opportunities within the existing client base and developing plans to attract new clients
  • Collaborate with cross-functional teams to achieve KPI and revenue targets

Requirements

  • Bachelor's degree or above in Business Management/Administration, Finance, Economics, or related disciplines
  • Solid experience in outbound sales, client relations, or a similar role in the stockbroking/finance services company or outbound call center
  • Excellent communication, negotiation, and interpersonal skills
  • Good computer literacy skills and proficiency in English and Chinese