INVESTOR RELATIONS/CLIENT SERVICE OFFICER

Job

Description

Position: Investor

Relations Officer/Client Service Officer

Position Summary

The Investor Relations Officer will be responsible for managing customer-centric campaigns and project updates.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

• Handle incoming phone and email inquiries from clients and business partners about the

company’s products and services, ensuring the questions or requests are handled

in a timely and effective manner.

• Actively involved in addressing investors' inquiries and complaints, escalating complaints

to the Investor Relations Manager in accordance with the company protocol

• Conduct outward client servicing campaigns to maximize the satisfaction level of

customers, as well as sales campaigns that support sales/reinvestment

• Establish and maintain close communications with clients through phone calls and emails.
• Meet and answer customers’ inquiries as needed to deliver exemplary services to

customers and business partners in North America, Asia and/or the Middle East

• Maintain accurate track of project information to ensure completeness and timely

delivery of high-quality customer updates and communication pieces.

• Assist in the planning and implementation of regional client updates and servicing

campaigns.

• Support internal and external stakeholders across all businesses with their client servicing

and communication requirements.

• Produce and deliver of investor updates and other investor-related reporting and

communications, and other ad hoc reports as requested by executive management

• Research key industry, market, and economic statistics and trends impacting the real

estate market, working closely with various internal stakeholders to gather and

interpret data and information

• Demonstrate a high level of product knowledge and professionalism.
• Assist in the production of investor updates and other investor-related reporting and

communications. 

• Research key industry, market, and economic statistics and trends impacting the real

estate market. 

• Produce materials including investor presentations, corporate fact sheets, and other ad

hoc reports as requested by executive management.

• Works closely with various internal stakeholders to gather and interpret data and

information.? 

• Assist in the management of key corporate data and investment project

information through company database. 

• Flexible to work outside of normal business hours when

necessary.

Minimum Qualifications (Knowledge, Skills, and

Abilities)

• Minimum of a bachelor’s degree in Finance, Economics, Business or related field
• Minimum of 1-2 years of professional work experience, financial services industry experience a plus
• Excellent command of English and strong written and verbal communication skills (Cantonese and Mandarin will be an advantage)
• Strong analytical skills with exceptional attention to detail
• Must be proactive, detail-oriented, performance-driven, and a team player
• Self-motivated with a desire for continuous learning
• Proficiency in Microsoft Office Suite