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Business Development Professional
2 weeks ago
Job Description
The Role:
- We are seeking a highly motivated and experienced Relationship Manager to join our client-facing team.
- As a key member of our sales team, you will act as a trusted advisor to high-net-worth clients, working collaboratively with our Sales, Client Management, Trading, Dealing, Marketing, and Research teams.
Key Responsibilities
- Develop, build, and maintain strong relationships with high-net-worth customers by understanding their situation, financial aspirations, and needs.
- Act as the first point of contact for segmented clients, providing them with the best possible experience.
- Support our ongoing client lifecycle management program through regular upkeep of client information, purpose-led interactions, and timely responses to queries.
- Provide clients with accurate and complete information to ensure efficient management of client interactions.
- Proactively contact customers on a regular basis to maintain effective relationships and continually assess portfolio growth opportunities.
- Support client acquisition and referrals by assisting enquiries or leads from business partners.
- Communicate with customers via email, phone, webinar, and podcasts in collaboration with our marketing team, who will support you with relevant and purpose-driven content.
- Write market commentaries as needed.
- Meet annually with customers face-to-face if necessary and conduct monthly telephone discussions relating to their ongoing progress.
- Assist with side projects to support the team and other departments.
Requirements
- Minimum 2+ years of relationship management experience within the financial services sector.
- Experience within a sales environment working diversified solutions.
- Exceptional customer service and communication skills, both written and verbal.
- Proven track record working towards weekly or monthly targets and KPIs.
- Fluency in Mandarin, both written and spoken.
