Introduction to the role:
Our client, a global FinTech MNCis looking for Lifestyle Relationship Manager to support their High Net Worth Product Team. They are also looking for someone who is experienced with Operational Processes and has excellent communication skills can work with Clients & Vendors.
The Ultima Card Relationship Manager is a developing professional role:
- Deals with most problems independently and has some latitude to solve complex problems.
- Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices.
- Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family.
- Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information.
- Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results.
- Breaks down information in a systematic and communicable manner.
- Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information.
- Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
Role Description
- To work closely with the Affluent Product & Marketing team, Private Client Relationship Managers and Customer Services to create a superior product and customer journey for affluent segment together.
- To liaise, monitor and gate-keep the lifestyle services provided by external vendors.
- To do necessary research and complete logistics required to fulfil client requests while providing an exceptional client experience is the expected behavior and it will be measured by specific metrics.
- Assist with organizing logistics for client events.
- To design workflow for assigned projects and initiatives in line with objectives of the company.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding stakeholders and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
- Ensure that KYC/AML and other compliance norms are strictly adhered to.
Qualifications
- Bachelor’s/University degree or relevant experience.
- Minimum of 2-5 years in service management, marketing and/or team sales experience. Relevant experience in servicing affluent customers a MUST.
- Fluent and articulate in English, Cantonese (HK) and Mandarin (HK). Working knowledge of Chinese Dialects, Japanese or European languages will be a plus.Proficient in MS Word and Excel and the ability to learn new systems quickly.
- Outstanding problem solving skills with the ability to resolve complex customer service enquiries in a prompt, courteous and professional manner.
- Strong attention to details and administrative capabilities.
- An ability to demonstrate strong empowerment and decision-making skills with excellent verbal and written communications.
- A good team player, being cooperative and work effectively within the group.
- Required to attend events in the evenings and/or weekends.
- A flair for creativity and a genuine interest in travelling, fashion, the arts, music, sports, and theatre would be an added advantage.
- Ability to understand the lifestyle of affluent segment will be a plus.
We regret to inform that only shortlisted candidates will be notified / contacted.
EA Registration No: Kwok Yi Zhi Kenneth, R22109533
Allegis Group Singapore Pte Ltd, Company Reg No. 200909448N, EA License No. 10C4544
