Customer Relationship Manager

Customer Relationship Manager (15K-25K)

Company Overview

Our client is a Hong Kong-based financial services platform specializing in global securities trading, futures, asset management, and wealth management services.

Key Responsibilities

• Client Maintenance: Service and maintain existing clients while initiating and promoting active client trading.
• Onboarding & Support: Handle the conversion and servicing of new clients, deliver investor education services, and assist clients in resolving investment issues.
• Channel Development & Acquisition: Acquire precise Hong Kong and US stock investment clients via local channels, and explore/expand overseas channel resources (e.g., online self-media, investment KOLs, and cross-industry collaborations).
• Market Intelligence: Maintain keen insight into financial market shifts, collect industry dynamics, and provide information support for strategic business decisions.

Requirements & Qualifications

• Education & Experience: Bachelor’s degree or above with at least 1 year of relevant work experience (exceptional fresh graduates with strong academic backgrounds will also be considered).
• Language Proficiency: Fluent in Cantonese as a working language.
• Industry Background: Priority given to candidates with a client sales or service background within the finance or securities industry.
• Core Competencies: Strong learning agility, business negotiation skills, resource development capabilities, self-motivation, strong stress resistance, and a team-oriented mindset.
• Licensing (Preferred): Holder of an SFC Type 1 Licence or HKSI Paper 1.