Relationship Manager – Mandarin Speaker

12 أكتوبر، 2022

0 37 دقيقة واحدة

الوصف الوظيفي

Retain and grow your customer portfolio through providing personalized support and access to information our customers need
Provide exceptional customer experience and act as point of contact to our high net worth customers resolving any issues and offering support across their experience with us
Ensure to hit personal KPIs (net deposits/ active traded clients/ call time, etc.);
Improving customer service quality/experience, productivity and profitability;
Answering e-mails, assisting with client deposits, trading, withdrawals, and client training;
Cooperation with relevant departments to resolve issues and complaints in a timely manner;
Providing accurate information to clients regarding the company’s products and services;
Preparing and presenting financial market updates on a regular basis;
Updating daily, weekly and monthly reports in relation to customer portfolio;
Maintain an excellent knowledge of the company’s offers;
Updating internal systems with accurate information;
Providing feedback to relevant departments on customers needs; expectations and frustrations
Meeting company core values on a daily basis inside and outside the office;
Adhering to all compliance and security requirements

Fluent in English and native Mandarin speaker;
At least 2 years of work experience in a sales environment, preferably in the financial sector; with a strong passion for the financial markets
University degree or equivalent (Business, Finance, Economics or relevant field);
Good knowledge of MS Project, and Excel is essential;
Excellent oral and written communication skills, as well as the ability to effectively network with stakeholders, handle multiple tasks, and track and report on progress;
Strong interpersonal and problem-solving skills;
Self-motivated with a willingness to work autonomously in a fast-paced, high-pressured environment and being able to multi-task;
Be proactive, show initiative and desire to drive continuous improvement;
Excellent numerical/mathematical abilities;
Excellent oral and presentational skills;
Ability to work, interact and communicate with other team members and other departments;
Knowledge of technical and fundamental analysis;
Ability to reach monthly targets;
Experience in working with CRM is considered to be an advantage;
Team player with a high level of positive energy.