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Position Financial Advisor (Mandarin Speaking)
Unit Asset Management
Reports to Managing Director
Salary Competitive Salary + Bonus
As a boutique fund manager located in Melbourne CBD, we are now offering talented people an exciting opportunity to join this boutique and growing organisation
Description of Duties and Responsibilities
-- Identify and develop relationships with retail and institutional investors, financial planners, accountants and mortgage brokers etc. to drive new business inflows
-- Develop and implement sales strategies, seminars and business plans in order to achieve annual target
-- Maintain clients’ general knowledge of products and identify any opportunity to upgrade the clients with new products and services
-- Maximize and strengthen relationships with existing and new clients by offering superior client service
-- Manage and oversee client inquiries, resolve situations independently and smoothly as they occur
Specific Requirements
-- At least 2-3 years direct sales experience in a financial service company, preferably in an Asset Management company
-- Good knowledge of equities, managed investment schemes, fixed income products and other financial products
-- Have existing client and consultant relationships/network
-- RG146 compliant and passionate about investments
-- Excellent communication and interpersonal skills
-- Mandarin speaking
If you believe you have the skills and experience for the positions and would like to join a dynamic team, please send an application letter and CV, in MS Word format to cindy@axfamc.com.au |
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