VP / Associate – Family Service Manager HNW Clients (Family Office/Capital Management)

Our client:

Job Responsibilities:

1. Customer service proposal and execution:

• Work with front-line business experts to clearly understand the service needs of entrepreneur customers, proactively communicate with the corresponding product and service teams, and design service solutions;

• Lead and drive entrepreneurs to sign service intention letters, and complete the KYC process for imported customers;

• Introduce a product service team, combine customer situations and requirements, lead and push the product service team to form service solutions, organize customer proposals and service execution. Manage customer expectations, track customer feedback, and continuously improve customer recognition during the process.

1. Continuous customer needs mining and service:

• Covering the various generations of the real estate families we serve, we continuously output the latest business services and tailor them to our customers’ needs and circumstances, and then make pre-proposals;

• Lead and organize entrepreneurs to sign service intention letters for new service needs, organize product and service teams to make proposals and implement services, and continuously improve customer satisfaction and recognition;

• Regularly summarize and analyze the characteristics and needs of the customers we have served, regularly feedback and summarize, and assist the product and service team in developing and improving product and service content;

• Maintain and deepen customer relationships, continuously improve customer files according to requirements.

Requirements:

• Bachelor's degree or above

• 8 years or above capital market-related work experience, familiar with market dynamics and trends, and have a comprehensive understanding of the capital market, family inheritance, asset management, etc. related services and products

• Applicants with overseas family trust and overseas family office work experience will be given priority

• Proficient in Mandarin and English, familiar with other languages or dialects can be given priority

• Have strong affinity and service awareness, and be able to provide value-added services and information from the customer's perspective

• Have strong communication and coordination skills, good at accumulating and mobilizing resources

• Have extremely strong proactive learning and research and analysis abilities, be good at accumulation, be clear and orderly in thinking, and be efficient in work

• Have strong adaptability and stress resistance, and be able to cooperate with frequent business trips

• Have team spirit, be proactive and responsible

Please send your resume (a Chinese version would be better) along with your application.