Relationship Manager – Chinese Speaking

Job Description

Roles & Responsibilities:

• Identify and pursue new business opportunities within existing client accounts.
• Participate in the development of client-focused marketing and communication strategies.
• Provide insights and recommendations to the management team to enhance the company’s service offerings and client experience.
• Proactively engage with clients to understand their evolving needs and concerns.
• Identify opportunities to cross-sell and upsell trust services based on client requirements.
• Address client inquiries, concerns, or complaints in a timely and efficient manner.
• Liaise with internal teams (e.g., legal, operations, finance) to ensure the timely and effective provision of trust services.
• Collaborate with subject matter experts to provide clients with tailored solutions and recommendations.
• Monitor service quality and client satisfaction, and implement necessary improvements.

Minimum Requirements:

• University degree in business, finance, law, or a related field.
• Minimum 3 years of experience in a client-facing role within the trustee or financial services industry.
• Strong interpersonal and communication skills, both written and verbal.
• Ability to build and maintain productive relationships with clients and cross-functional teams.
• Excellent problem-solving and analytical skills.
• Knowledge of trust administration, estate planning, and related financial services.
• Commitment to delivering exceptional client service and maintaining the highest ethical standards.