The posting
Key Responsibilities
- Client Relationship Management: Serve as the main point of contact for assigned clients and key accounts, maintaining professional relationships and ensuring a high standard of client service.
- Client Communication: Handle client enquiries promptly and professionally via phone, email and messaging platforms, with regular communication in both English and Chinese.
- Client & Vault Visits: Coordinate and facilitate client appointments, office meetings and vault visits, including scheduling, documentation and necessary arrangements.
- Account & Transaction Support: Assist with enquiries relating to bullion holdings, purchases, sales, withdrawals, storage and other account matters, and coordinate client instructions with relevant internal teams.
- Follow-up & Coordination: Proactively track client requests and outstanding matters, provide timely updates, and work closely with others to ensure proper completion.
- Documentation & Confidentiality: Maintain accurate client records and documentation, support KYC and onboarding requirements where necessary, and ensure all client and transaction information is handled with appropriate confidentiality.
- Provide administrative support to the Director: Managing travel arrangements, flight and accommodation bookings, and other ad-hoc administrative matters as required.
Requirements
- Diploma or Degree in Business, Finance, Banking or a related field.
- Minimum 2–3 years of experience in client servicing, key account management, financial services or a related role.
- Proficiency in spoken and written Chinese and English is required to communicate effectively with Chinese-speaking clients.
- Strong communication and interpersonal skills with a professional, client-oriented approach.
- Highly responsive, organised and detail-oriented, with a strong sense of ownership and follow-through.
- Able to handle confidential client and transaction information with discretion.
- Experience in bullion, precious metals, commodities, banking or financial services will be an advantage.
- Familiarity with KYC/AML procedures and client documentation is preferred.



