Relationship Manager (Open to Interns / Fresh Graduates)

EX.IO

Hong Kong

On-site

HKD 334,800 - 502,200

Full time

14 days+
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Job summary

A financial services company in Hong Kong is seeking a client relationship manager to build and maintain strong relationships with clients. The ideal candidate has a bachelor's degree in a relevant field, a minimum of 1 year of experience in customer service or sales within the digital currency or financial sector, and excellent communication skills. Responsibilities include guiding clients through onboarding, providing support, and collaborating with internal teams. Knowledge of HK financial markets is a plus, and fresh graduates will be considered.

Qualifications

  • Minimum 1 year of customer service or sales experience in digital currency or financial sector.
  • Knowledge of digital currency market and industry fundamentals preferred.
  • HKSI Paper 1, 7, 8, or SFC Type 1 license preferred.

Responsibilities

  • Build and maintain strong client relationships as their primary point of contact.
  • Guide clients through the onboarding process while ensuring compliance.
  • Provide prompt, professional support to address client inquiries.

Skills

Client relationship management
Problem-solving
Communication
Market research
Organizational skills
Interpersonal skills

Education

Bachelor’s degree in business administration, marketing, finance, economics, or related field

Tools

Microsoft Office

Job description

Responsibilities
  • Build and maintain strong client relationships as their primary point of contact, understanding needs and delivering personalized support.
  • Guide clients through the onboarding process while ensuring compliance with regulatory requirements and internal policies.
  • Work with internal teams to ensure seamless account setup and activation.
  • Provide prompt, professional support to address client inquiries and resolve issues.
  • Conduct regular client reviews to measure satisfaction and identify opportunities for additional services.
  • Partner with sales and financial product teams to develop client acquisition and retention strategies.
  • Monitor industry trends, regulations, and market developments to provide relevant insights and meet client needs.
  • Handle additional projects as assigned by the team.
Requirements
  • Bachelor’s degree in business administration, marketing, finance, economics, or related field
  • Minimum 1 year of customer service or sales experience in digital currency or financial sector
  • Knowledge of digital currency market and industry fundamentals preferred
  • Knowledge of Hong Kong financial markets and regulations is a plus
  • HKSI Paper 1, 7, 8, or SFC Type 1 license preferred
  • Excellent communication and interpersonal skills with ability to build client trust
  • Strong problem‑solving abilities to address customer concerns efficiently
  • Proven team collaboration skills and ability to work cross‑functionally
  • Excellent organizational and time management skills to handle multiple priorities
  • Strong market research and analytical abilities to identify opportunities and competitive advantages
  • Proficient basic computer skills; Microsoft Office
  • Fluent in written and spoken English and Chinese

(Fresh graduates will also be considered.)

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