Experienced Client Relationship, Account and Sales Manager With A Background In Psychology and Cross-Border Investments | Mandarin
► Entrepreneurial, resilient, result-driven and Mandarin-speaking business professional with a 12-year track record facing High Net Worth (HNWI), Ultra High Net Worth (UHNWI) and institutional clients in private banking, corporate finance and real estate to manage accounts and sales in financial services. White glove service mentality.
► Managed the private banking accounts of hedge fund and private equity fund managers, intra day trading clients, including daily orders with the night desk, contributing significantly to the team's KPIs.
► Within 2 months, established strong relationships with key clients that resulted in significantly higher trade volume (every week was another new record for the team due to customer-centric approach) resulting in 100% customer retention.
► Regularly underwent trainings in AML, KYC, financial products such as options, structured products, CAIA level 1 to coordinate with legal, compliance and finance to provide a seamless customer experience.
► Created a business that was cashflow positive after 3 months of operating, resulting in a 6-figure business with 321% growth in 3 years and 600+ clients.
► High energy, highly adaptable, positive, and solution-oriented mindset with a can-do attitude. Ambitious, driven and eager to outperform in a fast-paced environment.
► Recognised as one of the top real estate agents. Continuously educating myself in the area of network
marketing, sales, personal development and manifestation techniques.
► Gifted in improving relationships with difficult and demanding clients. Consistently recognized for swiftly establishing rapport and nurturing relationships with clients, internal teams and stakeholders.
► Known for exceptional observational and listening skills, communication and partnership skills, integrity and an empathetic approach with win-win outcomes
► Using various AI tools on a daily basis
► PassionMore...