Principal

Senior Client Relations Officer (contract)

Job Locations HK-Kowloon
Requisition Post Information* : Posted Date 5 days ago(3/26/2025 9:33 PM)
Requisition ID
2025-46315
Category
Account & Relationship Management
Pos Typ
Temporary Full-Time

Responsibilities

We are looking for a Senior Client Relations Officer (Contract) for 9-month role to join our relations management team. You will play a pivotal role in ensuring our clients receive the highest level of service. Your responsibilities will include:

  • Preparing presentation materials for Relationship Managers to effectively communicate with clients.
  • Downloading and analyzing data from the AS400 system.
  • Preparing necessary documents for plan transfers and wind-ups.
  • Promptly answering phone calls and responding to email enquiries.

 

Requirements

To be successful in this role, you must meet the following requirements:

  • An Associate degree in Business Administration or related fields.
  • A minimum of 5 years of sales support or administrative experience, preferably within the financial services industry.
  • Outstanding organizational skills and attention to detail.
  • Strong proficiency in preparing reports using MS Excel and crafting presentation decks with MS PowerPoint.
  • Excellent communication skills in both spoken and written English and Chinese (Cantonese).

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