Global Client Liaison

2 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China Hong Kong Inclusion Platform (HKIP) Full time

About the Team:

At the Hong Kong Inclusion Platform (HKIP), we believe in fostering a collaborative and inclusive team environment that values diversity and creativity. Our team members are passionate about delivering exceptional client service and support, and we are committed to providing ongoing training and development opportunities.

Role Overview:

In this role, you will be responsible for providing exceptional client support and research services to our clients. You will serve as a trusted partner to our clients, understanding their unique needs and delivering tailored solutions.

Responsibilities:

  • Provide exceptional client support and research services.
  • Build strong relationships with clients and ensure seamless communication.
  • Monitor client accounts and portfolios, identifying opportunities and addressing any issues or concerns.
  • Prepare and deliver customized reports, presentations, and other client-facing materials.

Requirements:

  • Bachelor's degree in finance, business administration, or a related field.
  • 0-3 years of experience in a client-facing role, preferably within the financial services industry.
  • Fluent in English and proficient in either Mandarin, Japanese, Korean, Bahasa, Thai, or Vietnamese, with excellent communication and interpersonal skills.
  • Strong analytical and problem-solving abilities, with the capacity to think critically and provide tailored solutions.
  • Proficient in the use of financial software, data analysis tools, and client relationship management systems.
  • Demonstrated commitment to delivering exceptional client service and building long-term relationships.


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