Client Services Manager, UHNW (Non-sales role; welcome RM)

A leading independent insurance broker specializing in bespoke solutions for ultra-high-net-worth individuals, it offers clients access to a comprehensive international network and holistic risk management service.

Responsible:

• Arrange and conduct the Customer Policy Annual Review, following up requests from customers and internal departments to ensure quality and efficient service deliverables;
• Take ownership of the requests / queries; that includes handholding of cases / coordinating / making decisions where necessary;
• Build and maintain strong relationship with all key stakeholders (the respective Consultants as well as bankers and clients) and proactively plan and organize activities to strengthen relationship with bankers;
• Continue to cultivate existing business relationships with clients or other outside entities;
• Create methods to obtain new clients and take initiative to bring potential clients into the fold;
• Deal with general and technical queries through telephone calls and emails received;
• Ensure information provided is update, accurate and aligns with the proposition and services available (both proactively and reactively);
• Demonstrate effective teamwork in own team and across the business;
• Provide contingency supports to Policy Administration Team where necessary, including but not limit to the preparation of policy review materials

Requirement:

• Degree graduate with 4+ years of dedicated customer service/client relationship experience (insurance industry insight is a major plus and welcome banking candidates to apply)

• Methodical and detail-oriented organizer who can multi-task seamlessly, take full ownership of client issues, and drive swift resolutions.

• Resilient, energetic, and highly adaptable team player with a natural passion for continuous learning.

• Complete business fluency across English, Cantonese, and Mandarin to effectively engage with a diverse client base.