|
Interview Assessment Notes
|
1. Could you introduce yourself and tell us about you? Your current/recent jobs and employers? Previous companies and jobs?
He is originally from Syria and has been living in Dubai for the past two years, after previously residing in Malaysia. He graduated with a degree in Accountancy and Finance. His career began with a global financial services company, XXXX, where he worked as a retail account manager, handling client acquisition and activation. During his time at XXXX, he successfully activated 30-60 new clients, converting them into depositors. After a year and a half, he moved to XXXX in Dubai as a senior account manager, where he gained exposure to retail, corporate, and institutional clients, including introducing brokers (IBs) and affiliate programs. In this role, he enhanced his sales skills and learned to manage high-net-worth clients. His current role as a senior relationship manager at XXXX focuses on managing high-net-worth clients, offering them specialized services like access to Bloomberg Terminal for financial analysis. He values the opportunity to establish VIP relationships with clients and has ambitions of advancing to a leadership role, such as team lead or sales manager, as the company invests in his development.
2. What skill(s) / experience would you self-describe as strongest or specialist in?
He describes his strongest skills as time management and adaptability. He believes that being adaptable is crucial in any industry, especially in sales and relationship management, where he interacts with a variety of people. His experience in the industry has given him a solid understanding of how things work, including CRM systems and search engine optimization (SEO) on platforms like Google. Additionally, he has a good sense of marketing vision and effective management skills, which help him navigate his roles and responsibilities with ease.
3. Do you have XXXX (Key Criteria 1)? If so can you tell me more?
In his role at XXXX, he primarily deals with high-net-worth (HNW) clients, managing a portfolio of over 250 clients. He uses a tailored, value-based approach to retain and expand client relationships, providing personalized support and proactive updates to ensure top-tier service and satisfaction. He collaborates across departments to resolve client issues efficiently, capturing and communicating client feedback to improve service delivery, resulting in a 15% increase in satisfaction rates. He also stays informed about financial markets and company offerings, producing weekly and monthly performance reports for management review.
Regarding trading platforms, he has over four years of experience with platforms like XXXX, which uses its own web-based terminal and app. He finds the platform smooth and solid, largely due to the strong IT team behind it. Additionally, he has worked with MetaTrader 4 and MetaTrader 5 while at XXXX. For CRM systems, he has experience with Salesforce and Antilope, a forex CRM based in Cyprus. He also handled KYC processes as part of his role. He is very comfortable with MS Office, having used it extensively throughout his career.
|
|
Recruiters
|
.png?created=24-12-11-09-54-43)
|
Employment Agency
|
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
|
|
Job-Seeker Agreement
|
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.
|
Employer Terms
|
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.
|