Head of Client Management

1 week ago


Central And Western District, Hong Kong SAR China IPS Group Full time
Head of Client Management (Ultra-High-Net-Worth)

Our client is an International Broker with a global presence, specializing in serving UHNW individuals through partnerships with financial institutions and advisory firms.Job ResponsibilitiesOversee and manage the Account Servicing team to ensure a high standard of service deliveryDevelop and implement service initiatives to enhance the overall client experienceEstablish and refine processes to improve efficiency, accuracy, and responsivenessEnsure adherence to internal policies, industry best practices, and local regulatory requirementsIdentify areas for operational improvements and implement process enhancementsMentor and motivate Account Servicing Managers, fostering a high-performance cultureConduct performance reviews and provide strategic direction to maximize team potentialWork closely with internal teams and external partners to enhance service efficiencyAct as a key representative for client service excellence within the organizationJob RequirementsBachelor's degree or above in Finance, Insurance, Business Management, or a related field10+ years of experience in financial services, with a strong background in HNW client servicingProven leadership experience in managing client service teamsStrong knowledge of regulatory frameworks and compliance requirementsExcellent communication, stakeholder management, and problem-solving skillsSeniority Level

DirectorEmployment Type

Full-timeJob Function

Distribution and Strategy/PlanningIndustries

Insurance and Banking

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