Client Relationship Executive 客戶關係主任

Job title: Client Relationship Executive 客戶關係主任

Company: Chief Group Limited


Job description: Responsibilities:Assist in developing and retaining relationships with high-end clients (high-net-worth individuals and institutional clients), participating in client visit/ meeting to foster strong relationship
協助發展和維護與高端客戶（高淨值客戶及機構客戶）的關係，參與客戶拜訪/會議以建立良好客戶關係Work closely with department manager, participant in analyst client needs and recommend appropriate financial services and solutions
與部門經理密切合作，參與分析客戶需求並推薦合適的金融服務和解決方案Maintain daily relationships with high-end clients, establishing long-term trust-based partnerships to strengthen client loyalty to the platform
負責高端客戶的日常關係管理，建立長期信任的合作關係，增強客戶與對平台的忠誠度Plan and execute operational activities for high-end clients to enhance client participation and brand influence
策劃並執行高端客戶的宣傳活動，提升客戶參與度及品牌影響力Monitor market trends, coordinate internal and external resources, analyze client investment portfolios, and provide professional wealth management advice
跟蹤市場動態，協調內外部資源，分析客戶投資組合，提供專業的財富管理建議Stay informed about industry trends, regulatory changes, and emerging financial products
了解行業趨勢、法規變化和新興金融產品Achieve the client operation targets set by the company to drive business growth
完成公司制定的客戶運營目標，推動業務增長。Requirements:Degree Holder (Finance / Investment related discipline are highly preferred), non-degree holder with relevant experience will be also considered大專或以上學歷，修讀金融、投資相關學科者優先考慮。Minimum of 3 year’s experiences of account management in financial services 3年以上金融行業客戶服務或管理經驗With solid knowledge of HK Futures, Global Futures and Global Securities Market
對香港期貨、環球期貨及環球證券市場有一定熟悉Good command of spoken Chinese (Cantonese and Putonghua)
流利粵語和國語溝通Excellent communication, interpersonal, and negotiation skills
優秀的溝通、人際交往和談判技巧IANG Visa holder is welcomed
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Expected salary:

Location: Central and Western District, Hong Kong

Job date: Sat, 10 May 2025 07:35:50 GMT

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