Client Relationship Manager
3 days ago
Client Relationship Manager - Corporate Services Our client is a reputable global professional services firm looking to hire an experienced client relationship manager within their corporate services team. Key Responsibilities: Portfolio Management: Ensure compliance with government regulations and internal KYC/CDD procedures, maintaining accurate accounts receivable within the CRM portfolio. Client Relationship Building: Develop trusted relationships with clients, becoming their primary contact for non-legal queries and workflows through proactive client care. Point of Contact: Act as a liaison for clients, facilitating communication between the client and internal teams on administrative, compliance, and non-billable matters, including client portal access and billing inquiries. Collaboration for Growth: Work closely with relationship partners and senior colleagues to identify opportunities for expanding and cross‑selling services, based on knowledge of client businesses and needs. Marketing Engagement: Distribute marketing materials to clients and external intermediaries as appropriate to enhance visibility and engagement. Event Coordination: Collaborate with marketing teams to organize seasonal client engagement activities and initiatives. Ad Hoc Projects: Support broader initiatives and projects within the organization as required by management. Qualifications: Education: Bachelor's degree required. Experience: Proven experience in a professional services, business development, or relationship management role. Organizational Skills: Highly organized and detail‑oriented with strong administrative skills and the ability to manage multiple tasks effectively. Industry Knowledge: Understanding of industry dynamics and market sector trends. Time Management: Ability to meet tight deadlines and work independently or collaboratively. Analytical Skills: Strong analytical mindset with comfort in optimizing processes. Trustworthiness: High level of integrity, handling confidential and sensitive information with discretion. Interpersonal Skills: Excellent interpersonal skills, capable of engaging effectively with colleagues and clients at all levels. Communication Skills: Exceptional written and verbal communication skills in English. Digital Proficiency: Proficient in Microsoft Windows, Word, Excel, Outlook, and PowerPoint. Please note that due to the high number of applications only shortlisted candidates will be contacted. If you do not hear from us in the next 5 business days, we regret to inform you that your application for this position was unsuccessful. #J-18808-Ljbffr
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Director, Client Relationship Management
3 days ago
Hong Kong Island, Hong Kong SAR China Principal International (Asia) Limited Full timeDirector, Client Relationship Management At Principal, we invest in what matters. And building talented teams is where it all begins. We’re drawn to people who bring unique perspectives, passion, and expertise to help us advance the financial security and well‑being of our customers, transform our growing business, and drive positive change in the...
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Director, Client Relationship Management
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hong kong, Hong Kong SAR China Principal Hong Kong Full timeDirector, Client Relationship Management Join Principal Financial Group to be at the forefront of managing and nurturing client relationships, ensuring flawless service and outstanding client happiness. You will act as the primary point of contact for our strategic DCIO and Institutional clients, ensuring their needs are understood and exceeded. What...
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Client Relationship Manager
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Hong Kong Island, Hong Kong SAR China i-Brokers Limited Full timeClient Relationship Manager - Group Clients Hong Kong Generate new business for group insurance schemes Operate as the point of contact for assigned customers Develop and maintain long-term relationships with existing accounts Create, develop and maintain relationships with prospective and existing clients Aid in producing pre‑sales materials and proposals...
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Client Relationship Manager
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hong kong, Hong Kong SAR China Howden Private Wealth Full timeAbout Us With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world’s most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally. We have representatives across Hong Kong,...
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Assistant Manager, Client Relationships
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Hong Kong Island, Hong Kong SAR China The Hong Kong Institute of Bankers Full timeA leading banking institute in Hong Kong is looking for an Assistant Manager in Relationship Management. The role involves nurturing client relationships and ensuring satisfaction across various banking lines. Candidates should have over 5 years of experience in relationship management, excellent communication skills, fluency in English and Cantonese, and a...
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Partnerships Senior Manager, Southeast Asia
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Hong Kong Island, Hong Kong SAR China Partnerships Senior Manager, Southeast Asia Full timePartnerships Senior Manager, Southeast Asia Collinson is a global loyalty and benefits company. We use our expertise and products to craft customer experiences which enable some of the world’s best known brands to acquire, engage and retain the most demanding and choice-rich customers. In particular, our unique expertise and insight into high earning,...
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Hong Kong Island, Hong Kong SAR China DBS Full timeTreasures Private Client Relationship Manager ) Business Function DBS’ Private Banking offers a one‑stop, full‑service touch‑point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the...
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Client Relationship Professional
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hong kong, Hong Kong SAR China Partners Group Full timeWhat It's About Based in Partners Group Hong Kong office, this position will be part of the Private Wealth APAC Client Solutions team, responsible for building new and broadening existing relationships with private wealth channels across the region. Amid strong growth in this client segment, Partners Group seeks to expand its footprint to deepen coverage of...
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Client Relationship Executive
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Hong Kong Island, Hong Kong SAR China Valuable Capital Limited Full timeResponsibilities Cultivate and manage long-term relationships with HNW/UHNW individuals, corporate and institutional clients. Serve as the primary point of contact, providing personalized wealth management solutions and strategic financial guidance. Conduct comprehensive financial needs analysis and develop tailored investment strategies aligned with...
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Client Relationship Professional
1 day ago
hong kong, Hong Kong SAR China Partners Group Full timeWhat it's about Based in Partners Group Hong Kong office, this position will be part of the Private Wealth APAC Client Solutions team, which is responsible for building new and broadening existing relationships with private wealth channels across the region. Amid strong growth in this client segment, Partners Group is looking to expand its footprint to...