Client Relationship Executive
11 hours ago
職務內容:
- 客戶關係維護與服務 (Client Relationship Management and Service)
* 服務既有客戶:定期與現有客戶聯繫,提供專業的後續服務與諮詢。維持長期、良好的客戶關係與信任。
* 需求發掘:主動了解客戶業務發展和個人財富管理現狀,發掘其在信託設立(香港、新加坡)及公司設立(香港、離岸)方面的新需求或延伸需求。提供客製化的解決方案建議。
- 業務開發與合約簽署 (Business Development and Contract Closure)
* 公司指派之客戶:深入了解公司轉介客戶的需求,提供專業服務方案,推動合約的洽談與簽署。
* 主動詢問之客戶 (Inbound Leads):迅速聯繫所有透過廣告、網路行銷或其他管道主動詢問的潛在客戶。介紹公司服務優勢,解答客戶疑問,並跟進至合約簽署。
* 開發目標客戶 (Outbound Prospecting):運用多元管道(如:專業機構合作、研討會、陌生開發、社群媒體等)主動開發具備香港/新加坡信託設立或香港/離岸公司設立需求的目標客戶。全程負責從初步接觸、需求分析、方案建議到最終合約簽署。
- 專業知識與法規遵循 (Professional Knowledge and Compliance)
* 持續學習並掌握香港、新加坡及主要離岸地區的信託法規、公司設立要求及相關稅務知識,確保服務的專業性與合規性。
* 與內部團隊(法務、會計、營運)協作,確保服務方案的順利執行。
資格條件:
三年以上金融相關行業的客戶服務、業務開發、顧問相關經驗。
具備出色的溝通、談判和演講技巧。
能夠建立和維護牢固的客戶關係。
有上進心、積極主動,能夠獨立工作並作為團隊的一部分。
具有良好的分析和解決問題的能力。
具有良好的英語溝通能力。
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