For Recruiters

PWM/PB - Relationship Manager

Lake Street Executive Search
Hong Kong
Posted 3 days ago Permanent negotiable
Isabel
Posted by
Isabel Ma
Recruiter

Key Responsibilities:

  • Market the Company’s products and services through direct and cross selling to achieve the Company’s goals and increase client base and revenue;
  • Provide professional and high-quality service that meet clients’ requirements and exceeds their expectations;
  • Develop the relationship with clients and ensure that customers’ profiles are updated;
  • Identify client needs and fulfill it with the proper Company’s products or services;
  • Handle client’s requests/inquiries related to their accounts, products & services in a professional manner & serve all customers regardless of segment up to the level of their full satisfaction; Promote & sell the Company’s products/services to clients;
  • Work as a partner to support business growth;
  • Perform ad hoc assignments/duties as assigned.

Requirements:

  • Degree or above holder in Business Administration, Finance or Economics, CFA qualification;
  • Effective team player and management experience will be a plus;
  • Ability to work under pressure, multi-task and prioritize;
  • Full awareness of financials’ products, services, rules & regulations;
  • Strong orientation for sales and services;
  • An excellent communicator with good presentation skills in both written and spoken English and Mandarin;
  • Excellent negotiation & interpersonal skills;
  • Excellent computer skills and problem-solving skills.
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