Responsibilities:
● Primary point of contact for a portfolio of global institutional/VIP clients.
● Developing trust relationships and locate growth opportunities for cross selling.
● Expanding the relationships with existing customers by sustained communication, understanding of their needs.
● Building key customer service processes and systems, formulating management rules, and tracking the status of key customers.
● Analysis of user behavior, finding hidden needs, writing key customer analysis reports, and communicating with various departments to provide optimal key customer service solutions.
● Leading the client manager team, coaching junior employees
Requirements:
● At least 5 years working experience in prestigious private banks/ family office with strong product knowledge.
● At least 3 years working experience as the team leader
● Industry experience in Fintech is a must.
● Strong client management skills including maintaining strong relationships, organizing client profile and incentive client business activities, etc.
● Strong communication skills, ability to be flexible in a variety of situations.
● Ability to work under pressure.
● Passionate about Fintech. Industry experience is highly preferred.
● Proficiency in English is a must to facilitate communication with a wide portfolio of clients.
