Client Relationship Development Specialist
1 month ago
Futu Securities International (Hong Kong) Limited is a leading financial institution dedicated to providing innovative and customer-centric services to high net worth individuals.
Job Title: Client Relationship Development SpecialistSalary:万 60,000 - 万 80,000 per annum, depending on experience
Job Description:We are seeking an experienced Client Relationship Development Specialist to join our team. The successful candidate will be responsible for developing and maintaining strong relationships with high net worth clients, identifying new business opportunities, and driving revenue growth.
Responsibilities:- Collaborate with the Relationship Manager to develop and implement strategies for client relationship development and retention;
- Identify and pursue new business opportunities that align with company strategy;
- Provide exceptional customer service to high net worth clients, including account opening, maintenance, and other related tasks;
- Work closely with internal teams, such as Investment Analysis and Product teams, to provide investment portfolio analysis and advice to clients;
- Support marketing efforts to build brand awareness and drive business growth among high net worth individuals;
- Manage client credit quality and monitor margin levels;
- Participate in ad-hoc projects and tasks assigned by management.
- Bachelor's degree or above, preferably in Finance, Economics, or a related field;
- 1-2 years of relevant experience, fresh graduates will also be considered;
- Excellent command of spoken and written English, Mandarin, and Cantonese;
- High level of customer-centric mindset to deliver exceptional quality services to customers;
- Familiarity with PWM business processes and relevant regulations, with a strong sense of risk awareness and compliance;
- SFC Licensed type 1 and 4 or HKSI LE Paper 1,7 & 8 or equivalent.
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