Client Relationship Manager
3 days ago
**Key Responsibilities**:
- Proactively identify and develop relationships with potential Accredited Investors and Institutional Investors, offering investment solutions that align with their financial goals.
- Collaborate closely with the Marketing Director and Fund Managers to execute strategic sales plans that meet our existing and potential clients' investment objectives.
- Stay updated on financial market trends and developments to provide recommendations to clients.
- Organize and participate in client meetings, presentations, and networking events to promote our services and expand our network.
- Able to communicate, read and write Chinese is essential as the existing clients are mainly from China.
**Qualifications**:
- Diploma or Bachelor’s degree in Business, Finance, Marketing, or related field.
- Demonstrated experience in sales, client relationship management, or similar roles within the financial services sector, real estate, insurance, or any client-oriented industry.
**- Exceptional networking skills with strong contacts in the wealth management industry, among ultra-high net-worth individuals, and investors will be considered a significant advantage.**
- Outstanding communication and interpersonal skills, capable of effectively engaging with a diverse range of high-net-worth individuals.
- Good understanding of the financial services industry, particularly investment products and services.
- A proactive and results-oriented approach, with a strong commitment to meeting and exceeding sales targets.
- Ability to work autonomously and as part of a team in a dynamic, fast-paced environment.
We Offer:
- A competitive compensation package, including performance-based incentives.
- Professional development opportunities and career growth.
- Training and mentorship.
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