Description
Who We Are
About the Opportunity
What You’ll Be Doing
- Own and grow a portfolio of VIP clients in the NEA market, serving as their primary point of contact for product queries, service escalations, and account needs.
- Build rapport with new and existing clients through proactive outreach, regular check-ins, and tailored support.
- Monitor key client behaviour and trading patterns; flag risks and opportunities to the wider team.
- Coordinate with internal teams (product, operations, compliance) to resolve client issues quickly and deliver a seamless experience.
- Support client acquisition through offline events, campaigns, and referral programmes.
- Maintain clean, up-to-date client records and contribute to weekly reporting on portfolio health.
- Execute on team-defined VIP service standards and escalation protocols.
What We Look For In You
- 4+ years of experience in client services, private banking, wealth management, or financial sales — preferably within an international financial institution.
- Track record of managing HNW or institutional client relationships end-to-end.
- Familiarity with trading platforms or crypto exchanges is a strong plus.
- Organised, detail-oriented, and able to manage multiple client needs simultaneously without dropping the ball.
Perks & Benefits
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Competitive total compensation package
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L&D programs and Education subsidy for employees' growth and development
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Various team building programs and company events
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More that we love to tell you along the process!
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