Client Relationship Manager

7 days ago

hong kong, Hong Kong SAR China Howden Private Wealth Full time

About Us With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world’s most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally. We have representatives across Hong Kong, Singapore, Malaysia, Geneva, Zurich, Dubai and the U.S. As we are ardent believers in providing holistic solutions, being part of the Howden Group also enables us to help our UHNW clients address their other insurance needs (such as their art insurance to political risk insurance) globally through the Howden network. The Howden Group is proud to build a business that brings together entrepreneurial teams with the best expertise and talent from all over the world. As the largest independent European broker with an international network, it strongly believes in putting its people first, knowing that profits will follow and clients are the ones who will truly benefit. Job Responsibilities Arrange and conduct the Customer Policy Annual Review, following up requests from customers and internal departments to ensure quality and efficient service deliverables; Take ownership of the requests / queries; that includes handholding of cases / coordinating / making decisions where necessary; Build and maintain strong relationship with all key stakeholders (the respective Consultants as well as bankers and clients) and proactively plan and organize activities to strengthen relationship with bankers; Continue to cultivate existing business relationships with clients or other outside entities; Create methods to obtain new clients and take initiative to bring potential clients into the fold; Deal with general and technical queries through telephone calls and emails received; Ensure information provided is update, accurate and aligns with the proposition and services available (both proactively and reactively); Demonstrate effective teamwork in own team and across the business; Provide contingency supports to Policy Administration Team where necessary, including but not limit to the preparation of policy review materials Job Requirements Degree holder, preferably with professional insurance qualifications; Minimum 5 years of relevant work experience in customer service, industry knowledge is a plus; Ability to multi-task, strong organizational and problem solving skills; Accountable & taking ownership; Persistence, enthusiastic to learn new skills and have a can-do attitude; Excellent interpersonal communication skills; Excellent verbal and written communication skills in English, Cantonese and Mandarin Familiar with MS Office and Chinese typing (both traditional and simplified) Seniority level Mid-Senior level Employment type Full-time Job function Sales, Business Development, and Customer Service Industries Insurance #J-18808-Ljbffr

  • Director, Client Relationship Management

    7 days ago

    hong kong, Hong Kong SAR China Principal Hong Kong Full time

    Director, Client Relationship Management Join Principal Financial Group to be at the forefront of managing and nurturing client relationships, ensuring flawless service and outstanding client happiness. You will act as the primary point of contact for our strategic DCIO and Institutional clients, ensuring their needs are understood and exceeded. What...

  • Director, Client Relationship Management

    3 days ago

    Hong Kong Island, Hong Kong SAR China Principal International (Asia) Limited Full time

    Director, Client Relationship Management At Principal, we invest in what matters. And building talented teams is where it all begins. We’re drawn to people who bring unique perspectives, passion, and expertise to help us advance the financial security and well‑being of our customers, transform our growing business, and drive positive change in the...

  • Client Relationship Manager

    3 days ago

    Hong Kong Island, Hong Kong SAR China The Edge Partnership Holdings Limited Full time

    Client Relationship Manager - Corporate Services Our client is a reputable global professional services firm looking to hire an experienced client relationship manager within their corporate services team. Key Responsibilities: Portfolio Management: Ensure compliance with government regulations and internal KYC/CDD procedures, maintaining accurate accounts...

  • Client Relationship Professional

    5 days ago

    hong kong, Hong Kong SAR China Partners Group Full time

    What It's About Based in Partners Group Hong Kong office, this position will be part of the Private Wealth APAC Client Solutions team, responsible for building new and broadening existing relationships with private wealth channels across the region. Amid strong growth in this client segment, Partners Group seeks to expand its footprint to deepen coverage of...

  • Client Relationship Professional

    1 day ago

    hong kong, Hong Kong SAR China Partners Group Full time

    What it's about Based in Partners Group Hong Kong office, this position will be part of the Private Wealth APAC Client Solutions team, which is responsible for building new and broadening existing relationships with private wealth channels across the region. Amid strong growth in this client segment, Partners Group is looking to expand its footprint to...

  • Client Relationship Manager

    3 days ago

    Hong Kong Island, Hong Kong SAR China i-Brokers Limited Full time

    Client Relationship Manager - Group Clients Hong Kong Generate new business for group insurance schemes Operate as the point of contact for assigned customers Develop and maintain long-term relationships with existing accounts Create, develop and maintain relationships with prospective and existing clients Aid in producing pre‑sales materials and proposals...

  • Sales and Client Relationship Manager

    3 days ago

    hong kong, Hong Kong SAR China CFA Institute Full time

    Responsibilities: Review and contribute to the client onboarding process to ensure adherence to compliance requirement. Oversee & follow up the risk and compliance related issues, and coordinate the enquiries from Internal / external parties. Build, develop and maintain client relationship to offer tailor made investment solutions. Ensure the sales...

  • Strategic Client Relationship Manager, Institutional

    7 days ago

    hong kong, Hong Kong SAR China BNP Paribas Asset Management Full time

    A leading asset management firm in Hong Kong seeks a Client Account Manager to enhance client relationships for institutional clients in Greater China. This full-time role involves managing client queries, collaborating with various teams, and leveraging expertise in financial services. The ideal candidate will have 3-5 years in financial services and...

  • Assistant Manager, Client Relationships

    3 days ago

    Hong Kong Island, Hong Kong SAR China The Hong Kong Institute of Bankers Full time

    A leading banking institute in Hong Kong is looking for an Assistant Manager in Relationship Management. The role involves nurturing client relationships and ensuring satisfaction across various banking lines. Candidates should have over 5 years of experience in relationship management, excellent communication skills, fluency in English and Cantonese, and a...

  • APAC Client Relationships Director

    3 days ago

    hong kong, Hong Kong SAR China Principal International (Asia) Limited Full time

    A leading financial services company is seeking a Director of Client Relationship Management to manage and nurture client relationships in Hong Kong. The ideal candidate will have over 8 years of experience in asset management, particularly within the DCIO and institutional space. Responsibilities include leading client evaluations, collaborating with teams...