Manager, Relationship, Mandarin Speaking-North
Core
Conduct comprehensive needs analysis for clients to identify financial requirements and implement structured contact management programs to maximize revenue and foster long-term relationships.
Role type
Manager, Client Relationship & Strategy
Builds
Client portfolios and structured engagement programs
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Needs analysis, Contact management, Revenue optimization, Risk management, Cross-selling, Internal collaboration
Preferred skills
Masters degree, Professional certifications
Technologies
N/A
Responsibilities
Conduct needs analysis for new and existing clients, Develop and implement contact management programs, Manage client portfolios to maximize revenue, Provide exceptional service and educate clients on self-service channels, Collaborate with internal specialists to manage risks and ensure service delivery
Seniority
Manager, hands-on IC