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发帖数: 328 | 1 Harmonia Capital Global Asset Management--Client Relationship Center, Sr.
Client Relationship Manager / Client Relationship Manager / Client
Relationship Assistant
Schedule Type: Full Time
Level: Sr. Manager, Manager, Assistant
Functions: Client Relationship
Locations: Houston, Dallas, Austin
ABOUT HARMONIA CAPITAL
Harmonia Capital is a new-generation investment bank and asset management
company headquartered in Shanghai, China and also has U.S. headquarter in
Houston (Harmonia Capital USA) and other branches in New York and California
. Currently, the main businesses of Harmonia Capital include private equity,
priority industries investments, financial innovation services, open market
investments and global asset management. Harmonia Capital is equipped with
specialized investment teams that have produced lots of successful cases in
more than 15 subdivided industries or sectors, such as real estate,
manufacture, artwork, agriculture, equipment, materials, chemical
engineering, energy, city construction, environmental protection, and online
financing.
ABOUT THIS JOB
Harmonia Capital USA Client Relationship Center specializes in providing
professional investment & financial services for high-net-worth individuals
and families. We are currently based on one-to-one service model to provide
the excellent financial & investment products to our clients. Our dedicated
Client Relationship Center is currently headquartered in Houston area and
has other two branches in Los Angeles and New York City.
ESSENTIAL RESPONSIBILITIES
• Independently develop new market opportunities and solicit
prospective advisory clients.
• Act as the primary point of contact for all client interactions,
working with team members to ensure a timely response to all client
questions and concerns.
• Communicate with current clients and maintain the customer
relationship. Analyze clients’ profile including investment objectives,
risk tolerance, time horizon, etc., improving clients’ understanding of the
company’s investment products.
• Work closely with clients during the post-investment period, answer
clients’ inquiries to increase client satisfaction.
• Independently provide clients with asset allocation suggestions.
• Enhance clients and market recognition, expand market resources and
actively seek cooperation opportunities from external agencies.
POSITION QUALIFICATIONS
Experience and Education:
• Bachelor’s degree is required. Preferably in Finance or other
business-related fields.
• Must have 3-5 years working in financial services or client services
(for Sr. Client Relationship Manager).
• Comprehensive knowledge of financial industry and investment &
financial products.
• Candidates passed Series 7, 63, 65 are strongly preferred.
Skill and Knowledge:
• A self-starter with a strong sense of ownership, positive
professional attitude and demeanor.
• Demonstrate analytical ability, good judgement, problem solving,
responsibility, personal integrity, and is able to deal with confidential
information on a daily basis.
• Excellent customer service, good oral and written communication
skills.
• Proficient in Microsoft Office (Word, PowerPoint, Excel, Outlook).
• Ability to work efficiently, effectively and independently to
develop new market opportunities.
• Excellent time management, strong organizational skills, ability to
handle multi-tasks at same time.
• Professional and articulate with strong attention to detail.
Please send resume to [email protected] Please indicate the job level and
location in your email.
For more information, please visit www.c-hcc.com, www.harmoniacapital.com | l****P
发帖数: 328 | 2 仁和智本全球资管中心——客户中心 高级客户经理 / 客户经理 / 客户助理
职位类型: 全职
级别: 高级经理，经理，助理
职能: 客户关系
岗位地点: 休斯敦，达拉斯，奥斯汀
关于仁和智本
仁和智本集团是新一代的投资银行和资产管理公司，总部位于中国上海，并且在休斯敦
设有美国总部（仁和智本（美国）有限公司），同时在纽约州和加州设有其他分支机构
。目前，仁和智本集团的主要业务包括房地产投资，私募股权投资，优先行业投资，金
融创新服务，公开市场投资和全球资产管理。 仁和智本拥有专业化的投资团队，并且
在多个领域拥有成功的投资案例，包括房地产，制造业，艺术品，农业，设备，材料，
化学工程，能源，城市建设，环境保护，和在线融资等。
关于职位
仁和智本全球资管（仁智全球）客户中心专门为高净值个人和家庭客户提供专业的投资
和金融服务。我们目前以一对一的服务模式为基础，根据每个客户的投资特点的不同，
为客户提供优质的金融和投资产品。我们专业化的客户中心目前总部位于休斯敦地区，
在洛杉矶和纽约市设有另外两个分支机构。
主要职责
• 独立地开发新的市场资源并引进新的潜在客户群体。
• 在客户关系维护和客户沟通中充当主要的联络纽带。与团队成员积极合作，及
时解决客户在投资中所遇到的问题。
• 与现有的客户保持紧密沟通，积极维护客户关系。分析客户的个人资料，包括
客户的投资目标、风险偏好、投资期限偏好。增强客户对于公司金融投资产品的理解。
• 在客户的投资后期与客户们保持紧密合作，回答客户的疑问，不断提升客的满
意程度。
• 独立地为客户提供投资建议和资产配置建议。
• 增强客户和市场对于公司的认可度，扩大市场资源并且积极寻求外部机构的合
作机会。
岗位要求
工作经验和学历：
• 大学本科学历或以上。金融或者其它相关的商科专业优先考虑。
• 必须有三到五年在金融机构或者其它客户服务机构工作的经验（对于高级客户
经理要求）。客户经理要求有两年以上相关工作经验。客户助理要求有一年以上相关工
作经验。
• 对于金融行业以及金融投资产品有深入的了解。
• 通过Series 7，63，65考试的优先考虑。若没有通过考试，需要在入职后三个
月内通过公司要求的相关考试。
能力和知识：
• 具有极强的主观能动性，积极的职业态度和得体的言行举止。
• 有出色的分析能力，良好的判断力，解决问题的能力技巧和极强的责任感。同
时可以完全履行公司的保密协议，不向任何的第三方透露客户和公司的信息。
• 出色的客户服务能力以及口头和书面沟通能力。
• 精通常用的办公软件：MS Word，Excel，PowerPoint。
• 可以高效独立地工作，寻求开发新市场地机会。
• 拥有出色的时间管理能力，强大的组织能力以及同时处理多项工作任务的能力。
• 具有较好的专业素养并且善于表达，重视工作中的细节。
有兴趣的应聘者请发送简历到[email protected]。请在邮件中标明应聘的职位和意
向工作地点。
有关更多的信息请访问www.c-hcc.com和www.harmoniacapital.com。 |
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