Client Experience Lead - Chubb Investment Management

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.

• Bachelor’s degree in Business Administration, Finance, or a related field.
• Proven experience in client service or a similar role within a digital wealth platform, with a background in fund dealing or relevant experience.
• Strong leadership, interpersonal, organizational, and problem-solving skills.
• Fluent in English, Traditional Chinese, and Simplified Chinese, with strong writing skills in all three languages.
• Ability to analyze data and generate actionable insights.
• Knowledge of regulatory requirements and KYC procedures