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Chubb Investment Management - Client Experience Lead at Chubb
Hong Kong Island, Hong Kong, China -
Full Time

Start Date

Immediate

Expiry Date

30 Jun, 26

Salary

0.0

Posted On

01 Apr, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Client Service, Leadership, Interpersonal Skills, Organizational Skills, Problem-Solving, Data Analysis, Regulatory Knowledge, KYC Procedures, Fluent in English, Fluent in Traditional Chinese, Fluent in Simplified Chinese

Industry

Insurance

Description
Client Experience & Operations * Serve as the gatekeeper for all account opening and onboarding processes, ensuring accuracy, completeness, and compliance with KYC and regulatory requirements. * Take primary responsibility for managing client feedback, working directly and collaboratively with Compliance and relevant departments to assess, address, and resolve each case in accordance with company policies and regulatory standards * Develop and implement strategies to enhance the client experience and resolve client complaints efficiently. * Analyze performance metrics to identify opportunities for operational improvement and report findings to senior management.   Team Management * Organize training sessions and coach to the team to ensure continuous improvement and professional development and uphold high standards of client service. * Act as the senior representative within the Operations team, providing oversight and hands-on support across all operational functions as necessary to ensure seamless and compliant business operations in accordance with industry standards and regulatory requirements.   Corporate Engagement & Event Management * Act as the primary representative for the company in coordinating and executing marketing events, conferences, and related activities. * Collaborate and communicate with internal and external stakeholders to ensure the smooth delivery of events and to support product, platform, and business development initiatives.
Responsibilities
The Client Experience Lead will manage account opening and onboarding processes while ensuring compliance with KYC and regulatory requirements. They will also develop strategies to enhance client experience and oversee operational functions within the team.