Head of Client Management

2 days ago


Hong Kong, 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 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
Seniority Level

Director

Employment Type

Full-time

Job Function

Distribution and Strategy/Planning

Industries

Insurance and Banking

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