Relationship manager

募集企業

XG Partners

業務内容

•Build and maintain strong relationships with high-net-worth clients, understanding their financial goals and needs.
•Act as the primary point of contact, providing an exceptional client experience.
•Manage client lifecycle by maintaining information, timely responses, and proactive engagement.
•Assess growth opportunities and support regulatory, policy, and compliance updates.

求める経験

•3+ years in sales or client management in financial services or retail.
•Proven record of meeting targets and KPIs.
•“Hunter” mindset, with a focus on growth and client support.
•Skilled in using sales processes to improve conversions and shorten cycles.
•Strong organizational skills to maximize productivity and efficiency.

給与詳細

800万円 〜 1500万円

勤務地

東京都

担当コンサルタント

Miranda Zhuang