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About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- 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.
Benefits
Comp & perks- Competitive total compensation package
- L&D programs and Education subsidy for employees' growth and development
- Various team building programs and company events
- More that we love to tell you along the process!
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
client servicesprivate bankingwealth managementfinancial salestrading platformscrypto exchangesportfolio managementrisk assessmentreportingclient relationship management
Soft Skills
communicationrelationship buildingorganisational skillsdetail-orientedproactive outreachproblem-solvingmultitaskingclient supportteam coordinationservice standards execution
