Lead of Client Manager, VIP/ Institutional Clients
1 month ago
Responsibilities:
Primary point of contact for a portfolio of global institutional/VIP clients.
Developing trust relationships and locate growth ..
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.
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