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Job summary
A leading financial services firm in Hong Kong is seeking a proactive Client Relationship & Account Manager. You will manage existing client portfolios, reengage dormant accounts, and convert leads into active clients through a hybrid online-offline strategy. Candidates should have a bachelor’s degree, be customer-centric, and fluent in Mandarin. The role requires strong communication skills and a self-motivated approach towards driving sales.
Qualifications
Prior experience in the CFD or broader securities/brokerage industry is preferred.
Native or highly fluent in Mandarin is mandatory.
Responsibilities
Manage existing client portfolios and reactivate dormant clients.
Convert inbound inquiries into trading clients.
Engage clients through an omnichannel approach.
Skills
Customer-centric mindset
Strong communication skills
Self-motivated
Sales acumen
Education
Bachelor’s degree or above
Job description
A leading financial services firm in Hong Kong is seeking a proactive Client Relationship & Account Manager. You will manage existing client portfolios, reengage dormant accounts, and convert leads into active clients through a hybrid online-offline strategy. Candidates should have a bachelor’s degree, be customer-centric, and fluent in Mandarin. The role requires strong communication skills and a self-motivated approach towards driving sales.