Director, Customer Experience & Strategy, Asset Management

  • Competitive Salary
  • Hong Kong Hong Kong Hong Kong HK
  • Permanent, Full time
  • Wellesley Associates Limited
  • 17 Jun 18 2018-06-17

My client, an American based Asset management and trust company is looking for a seasoned Customer experience director to join their Customer experience office to manage the growth of customer experience practice in Hong Kong.


  • Responsible for the development and implementation of customer strategies as well as client support initiatives
  • Lead analysis for insight creation on customer data; customer journey mapping and translate useful insights into business plans
  • Champion projects and initiatives in the customer experience annual action plan as well as managing internal and external resources for execution
  • Design and implement customer experience on investment products through developing innovative digital platform; providing insight during product development phrase from customer point of view
  • Upgrade service standard at customer touch points and streamline internal processes and procedures for a better customer journey
  • Collaborate with marketing department to enhance customer engagement and employee engagement materials



  • University graduate in marketing or other related disciplines
  • 10+ years of relevant experience in customer experience & marketing in financial services sector
  • Excellent verbal and written communication skills in both English and Chinese
  • Strong leadership ability and analytical skills
  • Knowledge of Investment products a plus


If you would like to apply for this role or find out more, please contact Louis Fan on +852 2847 9961 or by email on or apply online with your latest CV in word format and expected salary, quoting the job role Director,Customer Experience & Strategy, Asset Management. Kindly note that only shortlisted candidates will be notified.