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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?
He is an experienced sales professional with over a decade of experience, beginning his career in Cyprus in 2011. Currently, he works at XXXX, joining the company in September, where he is responsible for developing the UK market under the UK regulator (FCA-regulated entity). His day-to-day tasks include sales planning, identifying customer needs, and territory management. He has a proven track record in networking, persuasion, prospecting, public speaking, and closing deals. Additionally, he is proficient in CRM tools and Microsoft Office, which support his efforts in achieving sales goals and managing client relationships effectively.
2. What skill(s) / experience would you self-describe as strongest or specialist in?
His strongest skills are in client retention and business development. With extensive experience in maintaining long-term client relationships, he excels at identifying growth opportunities, nurturing client loyalty, and driving revenue. His ability to develop and implement effective business strategies has consistently contributed to company growth and market expansion.
3. Do you have XXXX (Key Criteria 1)? If so can you tell me more?
Here’s a comprehensive summary incorporating the key criteria and relevant experience:
He has over 14 years of experience in the financial services sector, specializing in client relationship management and forex trading. He has extensive experience dealing with High-Net-Worth Individuals (HNWIs), managing and retaining high-value client portfolios, and driving profitability for both the company and clients. His expertise spans roles such as Senior Account Manager at XXX, Client Services Account Manager at XXXX, and Client Relationship Manager at XXXX, where he provided training on trading platforms, managed client portfolios, and ensured compliance with regulatory standards.
He has a strong understanding of forex trading and has worked with trading platforms like MetaTrader and other FX-related platforms, although his roles focused more on client engagement than direct trading. His technical proficiency includes CRM systems, Microsoft Office, and risk mitigation. He has demonstrated his ability to identify, escalate, and manage business risks while configuring client and group settings related to margin rates, visible symbols, and commission structures. Fluent in English, he is known for his excellent communication, relationship management, and problem-solving skills
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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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