Relationship Manager
1 month ago
Roles & Responsibilities
Customer Account Management:
- Oversee and expand the existing client portfolio with the assistance of team members;
- Address all inquiries and cases initiated by the Head and Desk Manager;
- Act as the primary contact for both existing and prospective clients, managing all aspects of their accounts;
- Foster and sustain robust, enduring client relationships;
- Negotiate and finalize contracts to ensure maximum profitability;
- Cultivate trusted advisor relationships with key clients and stakeholders;
- Guarantee the prompt and efficient delivery of solutions tailored to meet client needs and objectives;
- Handle challenging client requests or escalate issues when necessary;
Marketing and Business Development:
- Identify opportunities to develop new business with both existing and potential clients;
- Establish and maintain new partnerships with professionals, including attending and organizing events;
Administrative Management:
- Perform daily administrative duties such as drafting mandate agreements, coordinating with the accounting department, and reviewing financial statements;
- Liaise with the corporate secretarial department to review corporate documents;
- Conduct market research and compile general research on various topics;
- Prepare Excel registries and invoices;
- Effectively communicate the progress of monthly and quarterly initiatives to both internal and external stakeholders;
- Project and monitor key account metrics, including quarterly sales results and annual forecasts.
Desired Qualifications
- A diploma or degree in business management, administration, or accounting, with a minimum of 4 years of relevant industry experience;
- Proven ability to manage tasks while upholding strict confidentiality requirements;
- Proficiency in English, with additional fluency in French, Mandarin, or other languages being advantageous;
- Strong organizational, project management, and problem-solving skills, with the ability to multitask effectively;
- Excellent verbal and written communication skills;
- Outstanding interpersonal skills;
- Professional and approachable demeanor.
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