Responsibilities
- Serve as the primary point of contact for institutional clients in China.
- Build and maintain strong relationships with clients, ensuring high levels of client satisfaction.
- Understand clients' needs and provide tailored solutions and assistance.
- Coordinate with internal teams to address client inquiries, resolve issues, and provide seamless service delivery.
- Provide clients with regular updates on their accounts, transactions, and market trends.
- Assist in onboarding new clients and conducting client training sessions.
- Monitor client accounts and transactions to ensure compliance with regulations and internal policies.
- Collaborate with relationship managers to identify opportunities for business growth and cross-selling.
- Prepare reports and presentations for clients and management as needed.
- Stay informed about industry trends, market developments, and competitor activities.
Requirements
- Bachelor's degree in Finance, Business Administration, or related field.
- Prior experience in client service or asset management within the banking or financial services industry.
- Knowledge of financial products and services, particularly those relevant to institutional clients.
- Excellent communication and interpersonal skills.
- Fluency in Mandarin and English is required.
- Strong problem-solving abilities and attention to detail.
- Ability to work effectively in a fast-paced and dynamic environment.
Application
If this above description fits your experience and is something you would like to explore, please click 'Apply Now' to submit your resume to us.
Our specialist consultant will get in touch with you soon, if we find your profile suitable for this position or any other vacancies we are recruiting for.
Any questions, please feel free to contact Hilda Cheng at 3907 3979.
