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ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
client servicesprivate bankingwealth managementfinancial salestrading platformscrypto exchangesportfolio managementrisk assessmentreportingclient relationship management
Soft Skills
communicationrelationship buildingorganisational skillsdetail-orientedproactive outreachproblem-solvingmultitaskingclient supportteam coordinationservice standards execution
Industry Keywords
HNW clientsinstitutional clientsNEA marketclient acquisitionescalation protocolsportfolio healthservice escalationsaccount managementcomplianceoffline events
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!