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Your responsibilities will include: account opening, deposit, withdrawal, account operations, and fee rate adjustment for high-net-worth clients.
- You are required to follow up and track the account transaction status of high-net-worth clients, receive and understand client needs, as well as identify clients potential needs
- Work closely and assist superiors in coordinating internal resources to meet client needs
- Manage daily operations, administration, client care and relationship management.
- Ad-hoc projects, reporting, and other operational duties including administrative support, as may be assigned from time to time.
- Work closely with managers and internal stakeholders, to deliver a superior client servicing experience
- Develop good relationships with internal and external stakeholders- Collaborate with cross functional teams to ensure high standard of customer satisfaction
- Customizes client requests (reporting, statistics, mailings etc.)
Qualifications
- Passionate about client servicing with situational adaptability (to work with clients of different backgrounds)
- Highly service oriented and passionate about client servicing- Has excellent communication skills, with a friendly and professional communication attitude.
- Systematic, precise and diligent working style and the ability to perform under pressure
- A strong understanding of equitiesbondsfutures etc. in the region- Fluent in both English and Mandarin as you are required to work closely with our Chinese stakeholders and clients based in China.
- 1-3 years of relevant work experience, logical, strong data processing and analysis capabilities, as well as excellent multitasking skills.
Job ID: 151634209