• Acquire new business
• Consistently generate new leads by leveraging on personal network and initiating new marketing efforts to solicit clients.
• Initiate, develop and strengthen business relationships with High-net worth individuals.
• Develop and executes marketing strategies to acquire high net worth clients.
• Must have an out of the box thinking in formulating sales and marketing plans.
• Must be willing to do cold calls.
• Be comfortable in participating in social events specifically geared to high net worth clients.

• Passed the SEC Licensure Exam as Equities Salesman
• A BS/AB degree in finance, economics, marketing, business management, communications and other related courses.
• Previous experience in sales and marketing will be highly considered.
• Must be fluent in both English and Filipino. Proficiency in Chinese is also preferred.
• Must be willing to be assigned in Davao

• Acquire new business
• Consistently generate new leads by leveraging on personal network and initiating new marketing efforts to solicit clients.
• Initiate, develop and strengthen business relationships with High-net worth individuals.
• Develop and executes marketing strategies to acquire high net worth clients.
• Must have an out of the box thinking in formulating sales and marketing plans.
• Must be willing to do cold calls.
• Be comfortable in participating in social events specifically geared to high net worth clients.

• Passed the SEC Licensure Exam as Equities Salesman
• A BS/AB degree in finance, economics, marketing, business management, communications and other related courses.
• Previous experience in sales and marketing will be highly considered.
• Must be fluent in both English and Filipino. Proficiency in Chinese is also preferred.

JOB DESCRIPTION

• Process new account openings for the Retail Brokerage Group
• Assist clients on their inquiries on how to fund / open their online account.
• Walk through clients on the online platform
• Handle the social media campaign to increase account sign ups
• Do follow up calls on potential clients
• Execute client’s orders

QUALIFICATIONS

• Between 22-28 years old
• Preferably Graduate of a Business course
• Preferably has experience in sales and client relationship
• Preferably has a SEC CSR license
• Likes to interact with people
• Good customer handling skills