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Account management - wealth management

  • Location

    Hong Kong

  • Sector:

    Financial Services and Banking

  • Job type:


  • Salary:


  • Contact:

    Aiko Zhang

  • Contact email:

  • Salary high:


  • Salary low:


  • Published:

    about 2 months ago

  • Expiry date:


  • Startdate:


Our client is Global leading financial markets infrastructure and data provider.

They are now looking for expericend account management candidates with solid knowledge background in Welath management to join their pre-sales team in Hong kong. 

Candidate with excellent command of English and Cantonese with relevant work experiences from wealth departmetn of a bank or data ventor are strongly welcome.


Job description 

  •  Develop and execute the customer success strategy and customer success plan to drive revenue retention
  • Deliver highly engaging customized workflow-based customer engagements/ training sessions
  • Build deep relationships with key customer stakeholders to advise engagement strategy 
  •  Participate in industry events alongside the team to develop networking, brand presence, and stay up to date on industry trends
  • Monitor customer health, adoption metrics, renewals and execution of customer success plans
  • Partner with sales leadership to provide insights on customer health with a focus on adoption, expansion opportunities and renewal
  •  Provide insights to Market Development, Customer Operations and Customer Proposition on customer experience and industry trends to drive the voice of the customer in business strategy
  • Contribute to overall vision and strategy of the Customer Success Management Group

Performance evaluation 

  • To become successful in this role, you  will be measured by:
  • Customer onboarding activities, including various types of trainings/presentations
  • Breadth & depth of customer relationships
  •  Retention and risk mitigation management
  • Drive account growth with sales
  • Contributions to role and process improvement


Job Qualifications

  •  2-5 years of customer service/ client relationship experience, pre-sales, or trading role in Wealth department of a bank, or at a data vendor
  • Excellent communication and presentation skills with ability to flex style depending on audience (C-Level/Leadership/Team)
  • Consistent track record of identifying customer needs and successfully executing on retention and adaption strategies
  • Ability to adapt and thrive in a fast-paced environment and rapidly changing market
  • Proactive and positive attitude that has a “Whatever it Takes” approach to increase customer happiness and deepen relationships
  • Bachelor’s degree required
  • Fluent in written and spoken English, Mandarin and Cantonese