Wealth Client Service Manager
Core
Deliver consistent, high-quality service experiences for retail clients in Greater China, acting as their advocate to resolve issues and strengthen relationships.
Role type
Wealth Client Service Manager
Builds
Long-term client relationships and service workflows for retail investors in Greater China
Domain
Financial Services / Asset Management / Wealth Management
Deliverable
client delivery
Required skills
Client service, problem-solving, attention to detail, prioritization, coordination, cross-functional collaboration
Preferred skills
SFC License Type 1
Technologies
Client service systems, web support platforms
Responsibilities
Handle client queries and implement custodian/guideline changes, support annual/quarterly portfolio reviews, lead new client onboardings, troubleshoot and resolve client issues, design and implement service workflow enhancements
Seniority
Mid-Senior, hands-on IC