One of the region’s leading IT and finance companies is seeking a full-time Customer Relationship Executive to manage our finance, investment, and banking-related portfolios while overseeing key client relationships. In this strategic role, you will be responsible for the end-to-end client lifecycle — from onboarding and deepening engagement to driving product adoption, identifying upsell opportunities, and ensuring long-term client satisfaction.
Leveraging your expertise in relationship management, financial planning, and investment solutions, you will serve as a trusted advisor, empowering clients to make informed decisions using our investment data aggregation and analytics platform. This role is well-suited for professionals experienced in managing high-net-worth portfolios, delivering comprehensive financial strategies, and ensuring compliance in a regulated environment.
You’ll be part of an innovative and fast-growing team with strong financial backing, where your contributions in wealth management and client success will directly support business growth and lasting client partnerships.




Key Responsibilities:

• Manage, grow, and nurture relationships with high-value clients by delivering personalized and strategic support across finance, investment, and wealth-related portfolios.

• Drive revenue and asset growth by identifying client needs and offering tailored solutions through holistic financial planning and platform optimization.

• Ensure exceptional service delivery and client satisfaction through a consultative, needs-based approach, while promoting relevant financial solutions and platform features.

• Collaborate with internal specialists for cross-functional referrals, including real estate financing or investment advisory services, where appropriate.

• Share best practices and market insights with peers to enhance overall team performance and client experience.

• Maintain strict adherence to internal guidelines and regulatory requirements, ensuring ethical conduct and compliance across all client interactions.