Responsibilities

1. Your responsibilities will include: account opening, deposit, withdrawal, account operations, and fee rate adjustment for high-net-worth clients.
2. You are required to follow up and track the account transaction status of high-net-worth clients, receive and understand client needs, as well as identify clients' potential needs
3. Work closely and assist superiors in coordinating internal resources to meet client needs;
4. Manage daily operations, administration, client care and relationship management.
5. Ad-hoc projects, reporting, and other operational duties including administrative support, as may be assigned from time to time.
6. Work closely with managers and internal stakeholders, to deliver a superior client servicing experience
7. Develop good relationships with internal and external stakeholders
8. Collaborate with cross functional teams to ensure high standard of customer satisfaction
9. Customizes client requests (reporting, statistics, mailings etc.)

Qualifications

1. Passionate about client servicing with situational adaptability (to work with clients of different backgrounds)
2. Highly service oriented and passionate about client servicing
3. Has excellent communication skills, with a friendly and professional communication attitude.
4. Systematic, precise and diligent working style and the ability to perform under pressure
5. A strong understanding of equities\bonds\futures etc. in the region
6. Fluent in both English and Mandarin as you are required to work closely with our Chinese stakeholders and clients based in China.
7. 1-3 years of relevant work experience, logical, strong data processing and analysis capabilities, as well as excellent multitasking skills.