New
1 week ago
VIP Customer Consultant
GREEN TREE FINANCES LIMITED
Accounting, Auditing & Finance
Banking, Finance & Insurance
Confidential
Easy Apply
Job Summary
We are looking for an experienced VIP client consultant to manage and maintain high-end client relationships and provide personalized financial solutions.
- Minimum Qualification : Diploma
- Experience Level : Entry level
- Experience Length : No Experience/Less than 1 year
Job Description/Requirements
Job Responsibilities
- Maintain the company's VIP customer relationships to ensure customer satisfaction and loyalty.
- Professional asset management, investment planning and financial advice.
- Communicate with customers to understand their needs and develop personalized wealth growth strategies.
- Assist high-net-worth customers to make investment decisions and provide market dynamics analysis.
- Participate in the formulation of customer development plans to expand the VIP customer base.
Requirements
- Excellent communication skills and customer management skills, able to establish long-term trust relationships.
- Familiar with investment products and market trends, and have financial market analysis capabilities.
- Good teamwork spirit, attention to details and customer needs.
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