Global Client Relationship Lead

Henley & Partners - The Firm of Global Citizens®; Makati; On-site; PHP 800,000 - 1,200,000; Full time

Job summary

Henley & Partners in the Philippines seeks an experienced Account Manager to lead client relationships for residence and citizenship applications, delivering world-class service and coordinating with internal teams. You will manage key client relationships, schedule regular status calls, and collaborate with colleagues to fulfill complex client requirements.

Join a global advisory firm with an extensive international network, offering opportunities to grow professionally, cross-sell services,

Qualifications

• Minimum 4 years' of experience in account management within investments, insurance, private bank, wealth management or similar.
• Previous experience in a client facing role is a must.
• Proven track record of successfully building and nurturing multi-level client relationships.
• Proficient in Microsoft Word, Excel, PowerPoint and CRM.
• Undergraduate degree in business, economics, marketing or other related disciplines.
• Knowledge and experience in the immigration by investment industry is an advantage.
• Full proficiency in english

Responsibilities

• Manage key client relationships through regular contact and visits.
• Serve as the primary client contact and advocate for day-to-day activities necessary for the client application and elevate issues and requests when needed.
• Build and execute a client-centric relationship framework inclusive of regularly scheduled status calls & application reviews.
• Establish and maintain customer satisfaction through account planning, proactive client communications and issue remediation.
• Identify opportunities to cross-sell H&P's services.
• Leverage internal resources to assist the client with meeting the requirements of their application.
• Mentoring junior members of the team if needed.

Skills

Account management

Client relationship building

CRM proficiency

MS Office (Word/Excel/PowerPoint)

English fluency

Education

Undergraduate degree in business or related field

Tools

CRM

MS Office

Job description

Henley & Partners in the Philippines seeks an experienced Account Manager to lead client relationships for residence and citizenship applications, delivering world-class service and coordinating with internal teams. You will manage key client relationships, schedule regular status calls, and collaborate with colleagues to fulfill complex client requirements.

Join a global advisory firm with an extensive international network, offering opportunities to grow professionally, cross-sell services,