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Customer Service - Cantonese Fluent

  • Location

    Melbourne, Victoria

  • Sector:

    Funds/Asset Management

  • Job type:


  • Salary:

    Attractive Package

  • Contact:

    Stuart Milson

  • Contact email:

  • Salary high:


  • Salary low:


  • Job ref:


  • Published:

    over 2 years ago

  • Expiry date:


  • Start date:


  • Consultant:


Job Title

New Business Associate

Job Description

Job Responsibilities:

A New Business Associate is responsible for all aspects of the sales process up to the point of clients funding their accounts, including:

  • The conversion of prospective clients into accounts
  • Converting failed applications into accounts
  • Explaining products and procedures
  • Attending tradeshows, seminars & open evenings
  • Face to face meetings
  • Assisting leads with the account opening process
  • Assisting demo accounts with the dealing platform
  • Leveraged clients first funding

Key Performance Indicators:

  • Number of first funded leveraged clients
  • Conversion of leads to applications
  • Conversion of applications to funded clients
  • Daily call time and outbound calls

The majority of the role is telephone based. New Business Associates are also expected to exploit any other sales opportunities that arise, and attend occasional seminars and trade shows outside normal work hours.

Full in-house training is given in order to help people reach the appropriate skill levels to perform all functions of the role.

Person Specification Criteria:


Essential - Sales/customer service experience

Desirable - knowledge and/or experience of financial markets and trading


Essential - Degree or industry qualified

Desirable - Economics/Finance and/or marketing qualifications or similar


Essential -

Fluent in English and Cantonese

Excellent communication skills, particularly on the phone

Excellent numeracy skills

The ability to meet and exceed sales and performance targets

The ability to work effectively under pressure

Flexibility in approach

To be able to establish rapport with people of all status and background

The ability to work well within a team

The patience and skill to explain products and procedures

Knowledge of our trading platforms and trading products

Comprehensive knowledge of the CFD market and competition

Desirable -

Fluent in any other language, including Indonesian Bahasa, Thai, Vietnamese, Filipino

Number of openings


The Specialist Recruitment Group PTY LTD is acting as an Employment Agency in relation to this vacancy.

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