Account Executive - Brokerage At Executive / Personal Assistant / Customer Service

Me2Works

On-site
Selling investment products
Extensive client network
Excellent customer service
Me2Works is seeking an Account Executive specializing in brokerage services to provide investment advice, maintain client relationships, and expand the client network. The ideal candidate should hold specific SFC licenses, have significant experience in selling investment products, and possess strong customer service and communication skills. The role offers attractive commission sharing and support to ensure successful client engagement

Job Summary

  • Provide investment advice and services to clients.
  • Establish and maintain strong relationships with clients.
  • Attractive commission sharing and well-equipped trade support are offered.

Matching Summary

Match Score: 85

Me2Works is seeking an Account Executive specializing in brokerage services to provide investment advice, maintain client relationships, and expand the client network. The ideal candidate should hold specific SFC licenses, have significant experience in selling investment products, and possess strong customer service and communication skills. The role offers attractive commission sharing and support to ensure successful client engagement.

Skills & Requirements

Must-have

  • selling investment products
  • extensive client network
  • excellent customer service
  • strong communication skills
  • presentation skills

Nice-to-have

  • proactive sales approach
  • client relationship management

Key Requirements

  • SFC licenses Type 1 & Type 2
  • Significant experience selling investment products
  • Extensive client network

Work Rights

Not specified

Tailored Resume

Cover Letter