vip relationship manager
4 semanas atrás
ABOUT
We are looking for an enthusiastic RM to join our Client Service function and serve as the primary point of contact, to further enhance customer experience, foster client loyalty, and drive business success in the region (Brazil).
Responsibilities:
- Perform client acquisition and strong relationship management with a portfolio of global VIP clients in Brazil and LATAM;
- Build rapport, including enhancing and expanding relationships with existing clients via frequent and sustained communication;
- Develop key customer service processes and systems, establish management rules, and track the status of key customers;
- Analyze client behavior, identify their unspoken needs, and prepare key customer analysis reports;
- Liaise with various stakeholders from different departments to provide optimal service solutions and customer experience.
- Analyze client behavior, identify their unspoken needs, and prepare key customer analysis reports;
- Develop key customer service processes and systems, establish management rules, and track the status of key customers;
- Build rapport, including enhancing and expanding relationships with existing clients via frequent and sustained communication;
Qualifications:
- At least 4–7 years of experience in sales and client services with an international financial background in banking, investments, etc.;
- Client portfolio including institutional clients, high-net-worth individuals, private banking customers, brokers, futures institutions, or commercial banks;
- Experience working in trading platforms or exchanges is highly advantageous;
- Strong communication and writing skills;
- Proficient in Portuguese (written and spoken), with working knowledge of English; Spanish would be a plus;
- Able to work under pressure and tight deadlines while maintaining strong multi-tasking skills.
- Proficient in Portuguese (written and spoken), with working knowledge of English; Spanish would be a plus;
- Strong communication and writing skills;
- Experience working in trading platforms or exchanges is highly advantageous;
- Client portfolio including institutional clients, high-net-worth individuals, private banking customers, brokers, futures institutions, or commercial banks;
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