Client Relationship Manager

The Role :

As a Senior Client Relationship Specialist, you shall be part of this anchor team to grow businesses, retaining and growing profitable revenues with a portfolio of our prestige clients. You are someone who believes that your high level of service standard and your passion in providing professional product knowledge to our clients will foster a best-in-class client experience within our Fintech brand. Your key responsibilities will include the following but not limited to :

• Taking the initiative to reach out to our group of leads / clients daily, to enhance our client's satisfaction level and build lasting clients' relationship.
• Develop creative strategies to bring in new clients as well as to retain existing clients.
• Providing best in class experience to both existing and new clients on their on-boarding journey, advising product related solutions and follow-up with clients diligently.
• Reviewing clients' investment portfolios and risk profiles regularly.
• Ensure all enquiry through various sources are being attended to promptly.
• Understand clients' requirements and expectations & convey accurate information / solutions in an efficient & effective manner.
• Updating clients on our product management changes as well as market trends or events.
• Maintain and update the Client Relationship Management (CRM) tools regularly, to ensure

all

leads & clients are attended to.

Your Profile