Client Relationship Specialist - China (Internal Only)

Why this role matters

The Client Relationship Specialist is a client-facing role within the Client Relationships division focused on risk protection, client profiling, and structured relationship management for a defined portfolio of clients.

This role supports the long-term retention and integrity of the client base by:

• ensuring accurate profiling and Source of Funds readiness,
• maintaining consistent proactive engagement, and
• safeguarding compliance with AML, KYC, and internal risk standards.

What you'll actually do

• Manage a defined portfolio of clients with lower volume and higher monitoring depth.
• Act as a primary remote relationship contact through calls, chats, and email.
• Establish meaningful engagement cadence to maintain trust and visibility.
• Proactively identify early churn or risk signals and escalate where required. 
• Drive completion and accuracy of client profiling data across internal systems.
• Support timely SDF and SOF preparation before regulatory or deposit thresholds.
• Validate client information through direct interaction, documentation, and open-source checks.
• Maintain clear justification records supporting profiling and SOF outcomes.
• Provide high quality service to your dedicated top key value clients portfolio assigned and also exceptional services to a number of non-dedicated Clients ensuring queries and concerns are addressed efficiently and effectively.
• Facilitate smooth client interactions across multiple communication channels while maintaining a customer-centric approach.
• Communicate with clients via inbound chats, calls, outbound calls, callback requests, and face-to-face interactions, ensuring consistently high standards of communication and services
• Support compliance efforts by ensuring the collection of Source of Funds (SoF) documents and adherence to KYC requirements.
• Maintain a thorough understanding of regulatory standards and ensure all interactions are compliant with company policies.
• Identify and escalate potential compliance risks, ensuring a proactive approach to risk management.
• Maintain expert knowledge of the company’s products, services, and industry trends to provide value-driven solutions to clients.
• Stay updated on market developments, compliance requirements, and best practices to ensure professional growth and adaptability.

Who we’re looking for

• Bachelor’s degree.
• Investment licenses or financial certifications (e.g., CFA, CFP, Series licenses) are highly regarded.
• Minimum 2 years’ experience in client relationships or relevant client-facing roles within the financial services industry.
• Experience working with Salesforce, Tableau, and other reporting tools.
• Strong problem-solving skills, able to resolve client issues efficiently under pressure.
• Solid understanding of financial products and client lifecycle requirements.
• Strong presentation skills in native language(Chinese) and English.
• Excellent communication skills (verbal and written) in both native language (Chinese) and English.
• Strong convincing, influencing, and client engagement abilities.
• Persistence, critical thinking, and analytical mindset.
• Ability to multi-task under high pressure while maintaining attention to detail.
• Flexible and adaptable team player who can also work independently when required.
• Integrity
• Expertise
• Communication
• Direct engagement with clients, operations, compliance, and support teams.
• Collaborates effectively across departments to resolve client issues and ensure smooth onboarding.
• Presents confidently in native language and English to clients and internal stakeholders.
• Contributes to team knowledge-sharing and continuous improvement initiatives.

What your journey looks like

1. Intro call with Recruiter (30 minutes)
2. Test task ( 5 days)
3. Final Interview (45 minutes)