Regional Client Services Manager | Financial Services

  • Competitive
  • Hong Kong Hong Kong Hong Kong HK
  • Permanent, Full time
  • Morgan McKinley Hong Kong
  • 18 Jul 18 2018-07-18

Regional Client Services Manager | Financial Services

A leading financial services organization with a global presence is looking for a Regional Client Services Manager. The successful candidate will be the main point of contact and manage the relationship and services with the clients.


  • Understand company capabilities and effectively communicate all offerings to the client
  • Develop an in depth knowledge of the portfolio of the clients
  • Regularly meet with the clients in person to review their register and service
  • Professionally liaise with clients and advisors in accordance with SLAs with the view to exceed client expectations
  • Manage redemptions, distributions, periodic statements and monthly reports
  • Responsible for project management and execution
  • Identify, recommend and collaborate with the country managers for training gaps, improvements to processes and team development
  • Provide support, training, guidance and back up to other team members as required

  • Degree holder or above
  • Minimum 8 years of experience in client services or account management gained from financial institutions
  • Strong interpersonal and communication skills
  • Excellent command in spoken and written Cantonese, English and Mandarin
  • Pro-active, mature, well-organised and an excellent team player
  • Able to multi-task, prioritse work load and work in a fast paced environment
  • Demonstrated acceptance and understanding of cultural diversity
  • Maintain integrity, trust and confidentiality at all times