Account Executive, Australia (Remote)
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Win and qualify small and midsize business customers for VistaPrint’s print and promotional products. Build the sales pipeline, close agreements, and transition new customers to account teams.
Deschide
Nomura este un grup global de servicii financiare care deservește o gamă largă de clienți prin servicii de investment banking, administrarea activelor și brokeraj pentru investitori individuali. Compania îmbină acoperirea internațională cu o expertiză profundă în piețele asiatice, oferind soluții financiare menite să îi ajute pe clienți să ia decizii informate și să răspundă condițiilor de piață în schimbare.
Associate Client Services Manager, Onsite in China
Support high-net-worth clients with account servicing, transactions, and relationship management. Provide private banking services across global markets at Nomura.
Descriere
- Support client service, relationship building, and account maintenance for Relationship Managers.
- Answer client questions about account documents and activity, statements, securities transfers, and private banking products and services.
- Coordinate with clients, internal support teams, and service providers to process transactions and deliver services on time.
- Support client onboarding and offboarding, preliminary checks, related processes, and account reviews.
- Follow bank policies and regulatory requirements in operational processes.
- Receive, execute, and report orders for equities, foreign exchange, structured products, and fixed-income products.
- Provide secretarial and administrative assistance.
- Arrange logistics for business travel and meetings.
- Carry out other duties assigned by the supervisor.
Cerințe
- University degree in finance or business.
- At least five years of experience in client services or relationship management in wealth management or private banking.
- Client Advisor Competency Standards (CACS) Papers 1 and 2.
- At least five years of experience with investment products, financial planning, and wealth management principles.
- Strong communication and interpersonal skills, with a client-focused approach.
- Careful and detail-oriented, with the ability to manage multiple tasks.
- Well-organized team player with a sound understanding of financial products and services.
Beneficii
- Equal opportunity employment policy.
- Commitment to diversity, equity, and inclusion.
- Emphasis on psychological safety and risk culture.
- Professional development and knowledge sharing.
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