Dealing Representative 交易代表

Enoch Wealth • Full-time • Vancouver, BC, CA • 1w ago

Description:

Are you passionate about capital market? Do you enjoy exploring investment options and understanding high-level financial solutions? If yes, we are looking for Dealing Representatives to join our team. As a Dealing Representative, you will play a critical role in introducing clients a range of investment products. You will communicate with clients to understand their needs and help them achieve their financial goals.

您对资本市场充满热情吗？您喜欢探索投资选择并了解高层次金融解决方案吗？如果是的，我们正在寻找交易代表加入我们的团队。作为交易代表，您将在向客户介绍各种投资产品方面扮演关键角色。您将与客户沟通，了解他们的需求，并帮助他们实现财务目标。

Key Responsibilities:

• Responsible for conducting KYC (Know Your Client) checks on prospective clients

• Introduce suitable investment products to clients, address customer questions, and concerns while maintaining confidentiality and accuracy

• Act as a point of contact for frontline staff in handling customer problems

• Work closely with existing and prospective customers to review investment products, recommend suitable products based on their financial goals

• Stay knowledgeable about emerging issues, evolving regulations, and industry codes of conduct

• Participate in KYP (Know Your Product) seminars and be knowledgeable about all investment products on our product shelf in a reasonable period of time and present them accurately to clients

• Strive to achieve and improve service level agreements and productivity targets

• Ensure documents are prepared consistently with relevant regulations and in a way that properly reflects business intentions

• Participate fully as a team member, build a positive and diverse work environment, assist and mentor others in the completion of work activities, and address communication issues efficiently

关键职责：

• 负责对潜在客户进行KYC（了解您的客户）检查

• 向客户介绍合适的投资产品，解决客户的问题和担忧，同时保持保密性和准确性

• 在处理客户问题时，充当一线员工的联络人

• 与现有和潜在客户密切合作，审查投资产品，根据他们的财务目标推荐合适的产品

• 对新出现的问题、不断变化的法规和行业行为准则不断学习并保持清醒的认识

• 参加KYP（了解您的产品）研讨会，在合理的时间内对我们产品架上的所有投资产品有足够的了解，并向客户准确呈现

• 努力实现并提高服务水平和业务目标

• 确保文件的准备符合相关规定，并能正确反映业务意图

• 积极参与团队合作，建立积极向上又多元化的工作环境，协助和指导他人完成工作任务，并有效解决沟通出现的问题

Requirements:

• Proficiency in Mandarin or Cantonese