Head of Client Management
2 days ago
Our client is an International Broker with a global presence, specializing in serving UHNW individuals through partnerships with financial institutions and advisory firms.
Job Responsibilities
- Oversee and manage the Account Servicing team to ensure a high standard of service delivery
- Develop and implement service initiatives to enhance the overall client experience
- Establish and refine processes to improve efficiency, accuracy, and responsiveness
- Ensure adherence to internal policies, industry best practices, and local regulatory requirements
- Identify areas for operational improvements and implement process enhancements
- Mentor and motivate Account Servicing Managers, fostering a high-performance culture
- Conduct performance reviews and provide strategic direction to maximize team potential
- Work closely with internal teams and external partners to enhance service efficiency
- Act as a key representative for client service excellence within the organization
Job Requirements
- Bachelor's degree or above in Finance, Insurance, Business Management, or a related field
- 10+ years of experience in financial services, with a strong background in HNW client servicing
- Proven leadership experience in managing client service teams
- Strong knowledge of regulatory frameworks and compliance requirements
- Excellent communication, stakeholder management, and problem-solving skills
Director
Employment TypeFull-time
Job FunctionDistribution and Strategy/Planning
IndustriesInsurance and Banking
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