Key Responsibilities

• Assist the Relationship Manager in managing and maintaining client relationships.
• Schedule, coordinate, record, and follow up on client meetings and appointments.
• Assist in the preparation of fee proposals and reports.
• Coordinate with various departments to fulfil client requests and resolve any issues.
• Support Relationship Manager in identifying opportunities for additional services or business development.
• Assist in the onboarding process for clients, including gathering required documentation and handling initial communications.

Skills, Knowledge and Expertise

• Bachelor's degree with 2-3 years of experience in corporate administration services preferred. Candidates from banking or marketing with interest and knowledge in corporate administration are welcome.
• Excellent interpersonal skills to build and maintain strong relationships through effective listening and communication. Ability to work collaboratively within a team and engage with diverse stakeholders.
• Good verbal and written communication skills. Fluent in both Mandarin and English. Proficiency in WeChat preferred for client communications.
• Strong organizational skills to manage multiple tasks and prioritize workload efficiently. 
• Strong commercial sense, responsibility, and adaptability to handle client needs.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other relevant software. Experience with Viewpoint is an advantage.
• Strong attention to detail with the ability to adjust document formatting and presentation for clarity and professionalism.

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