Lead of Client Manager, VIP/ Institutional Clients

Responsibilities:

● Primary point of contact for a portfolio of global institutional/VIP clients.

● Developing trust relationships and locate growth opportunities for cross selling.

● Expanding the relationships with existing customers by sustained communication, understanding of their needs.

● Building key customer service processes and systems, formulating management rules, and tracking the status of key customers.

● Analysis of user behavior, finding hidden needs, writing key customer analysis reports, and communicating with various departments to provide optimal key customer service solutions.

● Leading the client manager team, coaching junior employees

Requirements:

● At least 5 years working experience in prestigious private banks/ family office with strong product knowledge.

● At least 3 years working experience as the team leader

● Industry experience in Fintech is a must.

● Strong client management skills including maintaining strong relationships, organizing client profile and incentive client business activities, etc.

● Strong communication skills, ability to be flexible in a variety of situations.

● Ability to work under pressure.

● Passionate about Fintech. Industry experience is highly preferred.

● Proficiency in English is a must to facilitate communication with a wide portfolio of clients.