hnw sales & client management lead, hk.

• Client Service Leadership:
• 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
• Operational Excellence & Compliance:
• Ensure adherence to internal policies, industry best practices, and local regulatory requirements
• Identify areas for operational improvements and implement process enhancements
• Team Development & Performance Management:
• Mentor and motivate Account Servicing Managers, fostering a high-performance culture
• Conduct performance reviews and provide strategic direction to maximize team potential
• Stakeholder Engagement & Collaboration:
• Work closely with internal teams and external partners to enhance service efficiency
• Act as a key representative for client service excellence within the organization

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 life insurance and 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

Apply
For interested parties, please click "Apply". Should you have any inquiries, please reach out to Demi Poon at demipoon@randstad.com.hk