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老虎国际Manager, Agency

社招全职金融地点:新加坡状态:招聘

任职要求


•	Experience: Minimum 5 years in agency management, sales leadership, or financial services distribution, with direct experience managing investment representatives, financial advisors, or similar roles.
•	Results Orientation: Proven track record of driving acquisition through live events (roadshows/seminars) and achieving training compliance targets.
•	Business Acumen: Strong understanding of brokerage operations, client acquisition economics, and productivity levers.
•	Soft Skills: Ability to motivate and hold IRs accountable without direct sales authority over every action—influence and data are your tools.
•	Analytical Mindset: Proficiency in using CRM data, funnel metrics, and pro…
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工作职责


1. IR Performance & Acquisition Management
•	Drive IRs to meet and exceed monthly/quarterly acquisition targets, with a focus on converting leads from roadshows, seminars, and other marketing events.
•	Plan, coordinate, and execute high-impact roadshows and educational seminars that generate qualified prospects for IRs.
•	Monitor individual and team acquisition metrics; implement real-time interventions to address performance gaps.
2. Training & Competency Development
•	Ensure 100% completion of mandatory training targets for all IRs, covering product knowledge, compliance, sales effectiveness, and platform usage.
•	Design and deliver advanced upskilling modules to improve closing rates, client retention, and cross-selling.
•	Assess IR competency levels and create personalized development plans to boost productivity.
3. Operational Excellence & Productivity Optimization
•	Establish and track key performance indicators (KPIs) related to IR activity, conversion rates, and revenue contribution.
•	Identify bottlenecks in the IR workflow and implement process improvements to maximize productive time.
•	Use data-driven insights to recommend incentive structures, sales tools, and resource allocation.
4. Stakeholder & Agency Alignment
•	Work closely with the Head of Agency to align IR activities with broader business strategies and revenue goals.
•	Partner with marketing, compliance, and product teams to ensure IRs have the right collateral, messaging, and regulatory guidance.
•	Prepare regular performance dashboards and business reviews for senior management.
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