Client Services Manager, Family Office (Ref. No.: 26433)
Our client, a Financial Institution, is looking for high-caliber person to fill the position. Job Duties To source, on-board and manage relationships with clients such as family offices, UHNWs, corporate investors and other investor types Liaise and collaborate with Business Development team & Product team to understand clients’ financial needs Prepare and execute clients’ proposal and complete the KYC process To serve as the bridge between clients and the firm’s investment team and resources, keeping clients updated to relevant investment services and products available, educating them about investment options and potential risks Closely monitor the performance of client accounts, and ensure timely and effective communication with clients Maintain and deepen the relationship with clients Job Requirements Bachelor Degree or above Minimum 5 to 8 years of relevant work experience in private banking, asset management, multi-family offices, family trust or other related businesses Solid interpersonal and communication skills. Exhibit skills and characteristics conducive to building trust and long-term relationships Able to effectively communicate with the investment and operations teams to deliver valuable information and services to client base Strong communication and client servicing skills Proficient in both spoken & written English and Chinese, fluency in Putonghua and other dialects is an advantage
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