Client Success Manager (Wealth Management Tech)

at  Canopy Pte Ltd

CLIENT RELATIONS:

• Own the relationship with clients by engaging and providing value to our clients at every stage of their journey: onboarding, training, adoption, support and contract renewal
• Build a strong and productive relationship with new clients to ensure client satisfaction, engagement and retention
• Initiate and maintain interactive client engagement and address ad-hoc client queries and requests, providing a positive client experience
• Review client feedback and concerns and seek to improve the client experience

PRODUCT DEVELOPMENT INPUT:

• Collaborate cross-functionally with internal teams (Sales, Data, Product) to feedback, address and resolve client issues and consistently provide feedback on how to improve the product
• Provide input into the product development cycle and feature prioritisation
• Conduct User Acceptance Testing ("UAT") for new product releases to ensure they are ready for our clients
• Contribute to and maintain relevant post-sales educational and marketing materials, leaflets, and websites
  We’re keen to speak with Banking Relationship Managers or Fintech Account Managers/ Client Success Managers who are looking for a change and interested in exploring new opportunities in a setting that values work-life balance while still leveraging their financial expertise. If you’re ready to transition to a more structured working environment without compromising on your career growth, we’d love to connect with you.

REQUIREMENTS

• Bachelor degree in Business or Finance related field
• Proven experience in Fintech Client Success Manager roles/ Account Manager/ Client Relationship Managers
• Strong written and verbal communication to explain complex financial information to clients
• Strong customer-facing and presentation skills with the ability to establish credibility with senior financial executives, including C-Suite levels
• Exceptional interpersonal skills to build rapport and maintain strong client relationship
• Empathy to understand clients’ concerns and needs, supporting and reassuring them when necessary
• Problem-solving skills and strong analytical skills so they can proactively identify and address financial challenges
• Understanding of the enterprise software market, particularly within the financial services industry.
• Familiarity with the systems development life cycle is advantageous
• Fluent proficiency in Mandarin and business proficiency in English is preferred to liaise with stakeholders both in China and globally.

Please refer the Job description for details