Customer Relationship Manager

Principal Responsibilities:

• Maintain relationships with Prestige clients, and be responsible for the acquisition, development, and retention of the Prestige client portfolio.
• Gain a deep understanding of client needs and deliver professional services that exceed expectations.
• Develop a comprehensive understanding of clients' personal circumstances and professional backgrounds to accurately identify their short- and long-term financial goals.
• Provide professional financial advice and develop highly personalized strategies for asset appreciation and wealth preservation.
• Achieve agreed Key Performance Indicator (KPI) targets and drive profit growth by expanding relationships with both existing and new Prestige clients.
• Enhance client loyalty by proactively addressing their needs, either directly or through effective collaboration with internal business partners.
   

Requirements:

• University level education, preferably in finance, business or a related discipline 
• Proven experience in client facing environment, with excellent relationship building capability
• Strong sales and customer orientation, with good communication and interpersonal skills
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
• Good understanding and strong interest of the financial markets
• Mature and independent mindset, able to work effectively under pressure 
• Strong commercial orientation with acute interpersonal skills 
• Fluency in Cantonese and English, with additional languages is an advantage