Key Account Executive

Job Description

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.