Client Relationship Specialist
1 week ago
As a Client Relationship Specialist at Links International, you will play a critical role in building and maintaining strong relationships with our high net worth clients.
About the Role:
- We are looking for an experienced professional who can identify and pursue business opportunities within the high net worth segment.
- You will be responsible for providing superior service and regular updates to clients on financial markets developments and their portfolios.
Key Responsibilities:
- Developing and maintaining relationships with high net worth clients.
- Understanding clients' wealth management needs and formulating appropriate solutions.
- Driving process improvement and managing customer service related projects and UAT.
Requirements:
- Degree holder in BBA or related disciplines.
- 6-8 years related working experience gained from sizable financial institutions.
- Strong product knowledge on funds, equities, margin financing, insurance, and structured products.
- Excellent communication and interpersonal skills.
- Fluent in Chinese and English.
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