@jeneis
Experienced Client Relationship, Account and Sales Manager With A Background In Psychology and Cross-Border Investments | Mandarin
► Entrepreneurial, resilient, result-driven and Mandarin-speaking business professional with a 12-year track record facing High Net Worth (HNWI), Ultra High Net Worth (UHNWI) and institutional clients in private banking, corporate finance and real estate to manage accounts and sales in financial services. White glove service mentality.
► Managed the private banking accounts of hedge fund and private equity fund managers, intra day trading clients, including daily orders with the night desk, contributing significantly to the team's KPIs.
► Within 2 months, established strong relationships with key clients that resulted in significantly higher trade volume (every week was another new record for the team due to customer-centric approach) resulting in 100% customer retention.
► Regularly underwent trainings in AML, KYC, financial products such as options, structured products, CAIA level 1 to coordinate with legal, compliance and finance to provide a seamless customer experience.
► High energy, highly adaptable, positive, and solution-oriented mindset with a can-do attitude. Ambitious, driven and eager to outperform in a fast-paced environment.
| Period | Title | Company |
|---|---|---|
| Oct 2013 to present | Director | Hidden |
| Sep 2016 to Dec 2017 | Senior Partner Asia | Hidden |
I am German. We are detail-oriented people, but not very funny.