Account Manager

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• Operating as the lead point of contact for any or all the specific customers be assigned by advisor

• Building and maintaining strong, long-lasting customer relationships with any assigned client and prospector

• Develop new business from existing clients and actively seek new opportunities

• Help the advisor to achieve sales quotas and grow advisor`s business, ensure the timely and successful delivery of financial planning according to customer needs and objectives

• Follow up and make an appointment on behalf the advisor with assigned client

Requirements of the role:

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• Proven work experience as an Account Manager, Key account manager or other relevant experience

• Demonstrable ability to communicate, present and influence credibly and effectively at all levels of the Black Key Financial Consulting INC, including executive

• Proven ability to manage multiple projects as a time while paying strict attention to detail

• Excellent listening, negotiation and verbal communications skills

Financial Advisor

Financial advisers may provide investment advice across a variety of financial products and services or choose to specialist in a few selected products and services. A financial adviser is essentially an intermediary or agent between providers of financial products and services on the one hand and customers on the other.

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• Meeting clients to understand their needs and demands

• Preparing financial plans with a mix of short and long term investments

• Implementing approved plans

• Providing periodic updates on the performance of investment portfolios.

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Requirements of the role:

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• Have CSC or CIFC or IFC license

• Have LLQP license

• Excellent verbal and written communication skills.

• Ability to lead and motivate a small team would be an advantage.

​p.s: We are still consider candidates with strong qualifications without licenses, it is allowed to take license course after join our company.