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Experience Summary
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7+ years of experience in the industry
Current & Previous Employers and jobs include:
Sales Manager at XXXX
Account Executive, Financial Solutions at XXXX
Client Service Analyst at XXXX
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Education
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Bachelor of Business Administration (BBA), Finance Major
XXXX
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Motives & Seeking
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Is actively looking for a job right now because currently not engaged with anything. Open for any Sales or Account Manager/Executive role in the financial, fintech, or banking industry.
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Languages
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English – Fluent
Mandarin – Fluent
Cantonese – Native
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Interview Assessment Notes
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1. Could you introduce yourself and tell us about you? Your current / recent jobs and employers? Previous companies and jobs?
She has been in the Sales industry for more then 7 years, focused on financial information services, mainly for enterprise accounts in HK, Greater China, and Southeast Asia. Her last role was with XXXX as a Sales Manager where she managed a portfolio of institutional clients including asset managers, hedge funds, and regional banks; she also promoted enterprise solutions including market data terminals, trading analytics, and risk tools. With proactive engagement and upselling, she has increased their client retention by 25%, also by working closely with product and support teams across APAC. Before this, she was an Account Executive for XXXX, mostly focused on business development and client onboarding for financial institutions; she started building strong relationships with decision-makers during this time and has been involved with lots of product demos. She started her career as a Client Service Analyst for XXXX where she joined structural rotational program and was exposed to product support, sales, and analytics. Here is where she also developed her knowledge of equity, fixed income, FX markets, and portfolio analytics.
2. What skill(s) / experience would you self-describe as strongest or specialist in?
Strongest skill would be her ability to manage complex, high-value relationships with her institutional clients in HK, Greater China, and across APAC. Her core strength includes understanding client needs in the financial sector (especially asset managers and banks) and delivering tailored solutions to them. She also brings her diversified knowledge and experience with different culture and ability to drive client retention and revenue growth through upselling and collaboration. One of the latest solution she managed was an integrated financial data & analytics platform for XXXX, which is a desktop and web-based platform that offers real-time market data, indicators, news analytics, and portfolio management tools. She has closed multi-year contracts with asset managers in HK and Singapore.
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Recruiters
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Employment Agency
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Silicon Valley Associates Recruitment.
907, 9th Floor, Silvercord Tower 2, Tsim Sha Tsui. Kowloon, Hong Kong
25F, Central Plaza, Xin Tian Di, Shanghai
Ubi TechPark #01-08, Singapore
Sunshine Technology & Innovation Centre, No.1003 Nanxin Road, Nanshan, Shenzhen
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Job-Seeker Agreement
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The Candidate has agreed that Silicon Valley Associates Recruitment may disclose their profile to potential employers for the purpose of seeking new employment.
Silicon Valley Associates Recruitment will never charge any fees from job-seekers.
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Employer Terms
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General Terms and Conditions apply to all requests, offers, and agreements regarding the provision of services, and are available upon request.
These can be sent to you on request or can be found on our website: svarecruitment.com.
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