Client Service, Vice President – Client Experience
Core
Drive day-to-day experience for institutional clients across Greater China (Hong Kong, Macau, mainland China) by connecting client needs with internal teams and supporting complex servicing requirements.
Role type
Senior IC client service leader (Vice President)
Builds
Operational service offerings and client experience for institutional investment portfolios
Domain
Financial services / Investment management / Greater China
Deliverable
client delivery
Required skills
Client relationship management, Portfolio operations knowledge, Cross-functional coordination, Regulatory compliance awareness, Proposal support, Team mentoring
Preferred skills
People management, Lateral thinking, Innovative problem solving, Risk management understanding
Technologies
N/A
Responsibilities
Serve as key point of contact for institutional clients; Coordinate delivery of client requests across multiple internal teams; Support onboarding and new-business due diligence; Contribute to regulatory and platform initiatives; Mentor junior team members
Seniority
Senior, hands-on IC with mentorship responsibilities