64 Boutiques jobs in Hong Kong

Join to apply for the Client Service Executive role at Chubb

1 week ago Be among the first 25 applicants

Join to apply for the Client Service Executive role at Chubb

• Handle policy administration tasks for Outwards Business including new or renew policies issuance, endorsement issuance and related documentation
• Managing end to end process from requirements collection, implementation instruction till policies issuance and premiums transaction
• Handle enquiries from other countries or territories or external parties for multinational insurance program
• Work closely with Global Client Executive’s and underwriters to deliver agreed client service standards
• Monitor the team’s performance to ensure the service standard could be matched
• Communicate with brokers and other external parties
• Work closely with other Chubb offices and network partners, credit control and other departments to ensure resolution of accounting and processing problems
• Assist where required with ongoing projects that are identified throughout a given year for better improvement to the Global Services Department
• Support Inwards team when required from drafting local policy to premium settlement
• Incidental work that may be required to be completed that may be outside the scope to day to day work requirements
  
  

• Handle policy administration tasks for Outwards Business including new or renew policies issuance, endorsement issuance and related documentation
• Managing end to end process from requirements collection, implementation instruction till policies issuance and premiums transaction
• Handle enquiries from other countries or territories or external parties for multinational insurance program
• Work closely with Global Client Executive’s and underwriters to deliver agreed client service standards
• Monitor the team’s performance to ensure the service standard could be matched
• Communicate with brokers and other external parties
• Work closely with other Chubb offices and network partners, credit control and other departments to ensure resolution of accounting and processing problems
• Assist where required with ongoing projects that are identified throughout a given year for better improvement to the Global Services Department
• Support Inwards team when required from drafting local policy to premium settlement
• Incidental work that may be required to be completed that may be outside the scope to day to day work requirements
  
  

• Bachelor degree in any discipline, major in Accounting is an advantage
• 1-2 years of work experience in policy administration or accounting
• Conscientious, with strong attention to detail and sense of accuracy
• Good command in both spoken and written English and Cantonese
• Proactive, independent, self-motivated, self-discipline and strong interpersonal skills
• PC literate in MS Word, Excel and Access

• Seniority level Not Applicable

• Employment type Full-time

• Job function Marketing and Sales
• Industries Insurance

Referrals increase your chances of interviewing at Chubb by 2x

Get notified about new Client Services Executive jobs in Hong Kong SAR .

Kowloon City District, Hong Kong SAR 1 week ago

Central, Hong Kong SAR HK$300,000.00-HK$360,000.00 1 day ago

Sha Tin District, Hong Kong SAR 2 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join to apply for the Client Service Officer role at EFG International

Continue with Google Continue with Google

1 year ago Be among the first 25 applicants

Join to apply for the Client Service Officer role at EFG International

• Introduces the Bank and its banking services to prospective clients.
• Provides support to CRO to achieve their business goals such as NNA / Revenue targets.
• Markets and provides comprehensive private banking services to meet varied wealth management needs.
• Performs KYC / AML due diligence on clients in compliance with the Bank’s general directive and ongoing periodic review from time to time.
• Go through the Investment Risk Profile Questionnaire with clients at time of account opening as well as ongoing periodic review to ensure and update clients’ investment product suitability, risk tolerance and investment experience from time to time.
• Liaises and coordinates with the Bank’s investment units for passing on product information and markets commentary to clients from time to time.
• Closely monitor clients’ portfolio and account activities to ensure the compliance with internal guidelines as well as external regulations from time to time. Monitor clients’ position to ensure collateral sufficiency at all times and prompt regularization of excesses, if any.
• Prepares and maintains proper records including but not limited to account documentation, CIP, IRPQ, credit application and relevant documents, trade transactions and call reports, etc.
• Accept, confirm and execute clients’ investment orders, including but not limited to money market, securities, investment funds and FX transactions. Confirm with / advise clients on their order status in a timely manner. Regularly go through the selling process, suitability check, key economic factors and main risk factors of certain products with clients when needed.
• Liaises and coordinates with Credit Department to ensure all clients’ credit applications are properly processed.
• Attends internal / external trainings / meetings to ensure fit and proper requirements (such as CPT requirement, AML training, fraud training and compliance certification etc.) as stipulated by the regulatory are completely met.
  
  

• Introduces the Bank and its banking services to prospective clients.
• Provides support to CRO to achieve their business goals such as NNA / Revenue targets.
• Markets and provides comprehensive private banking services to meet varied wealth management needs.
• Performs KYC / AML due diligence on clients in compliance with the Bank’s general directive and ongoing periodic review from time to time.
• Go through the Investment Risk Profile Questionnaire with clients at time of account opening as well as ongoing periodic review to ensure and update clients’ investment product suitability, risk tolerance and investment experience from time to time.
• Liaises and coordinates with the Bank’s investment units for passing on product information and markets commentary to clients from time to time.
• Closely monitor clients’ portfolio and account activities to ensure the compliance with internal guidelines as well as external regulations from time to time. Monitor clients’ position to ensure collateral sufficiency at all times and prompt regularization of excesses, if any.
• Prepares and maintains proper records including but not limited to account documentation, CIP, IRPQ, credit application and relevant documents, trade transactions and call reports, etc.
• Accept, confirm and execute clients’ investment orders, including but not limited to money market, securities, investment funds and FX transactions. Confirm with / advise clients on their order status in a timely manner. Regularly go through the selling process, suitability check, key economic factors and main risk factors of certain products with clients when needed.
• Liaises and coordinates with Credit Department to ensure all clients’ credit applications are properly processed.
• Attends internal / external trainings / meetings to ensure fit and proper requirements (such as CPT requirement, AML training, fraud training and compliance certification etc.) as stipulated by the regulatory are completely met.
  
  

• University graduate.
• Preferably with 2 - 3 years of private banking experience especially in FX.
  
  

• Fluent in spoken and written English, Chinese and Mandarin.
• Proficiency in MS Word, Excel, PowerPoint and Chinese Word.
• Team player with good attitude.

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries Banking

Referrals increase your chances of interviewing at EFG International by 2x

Continue with Google Continue with Google

Continue with Google Continue with Google

Hong Kong SAR
HK$16,000.00
-
HK$17,999.00
4 days ago

Sha Tin District, Hong Kong SAR 4 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

5 days ago Be among the first 25 applicants

• Handle policy administration tasks for Outwards Business including new or renew policies issuance, endorsement issuance and related documentation
• Managing end to end process from requirements collection, implementation instruction till policies issuance and premiums transaction
• Handle enquiries from other countries or territories or external parties for multinational insurance program
• Work closely with Global Client Executive’s and underwriters to deliver agreed client service standards
• Monitor the team’s performance to ensure the service standard could be matched
• Communicate with brokers and other external parties
• Work closely with other Chubb offices and network partners, credit control and other departments to ensure resolution of accounting and processing problems
• Assist where required with ongoing projects that are identified throughout a given year for better improvement to the Global Services Department
• Support Inwards team when required from drafting local policy to premium settlement
• Incidental work that may be required to be completed that may be outside the scope to day to day work requirements

Requirements

• Bachelor degree in any discipline, major in Accounting is an advantage
• 1-2 years of work experience in policy administration or accounting
• Conscientious, with strong attention to detail and sense of accuracy
• Good command in both spoken and written English and Cantonese
• Proactive, independent, self-motivated, self-discipline and strong interpersonal skills
• PC literate in MS Word, Excel and Access

• Seniority level Entry level

• Employment type Full-time

• Job function Administrative and General Business
• Industries Insurance

Referrals increase your chances of interviewing at Chubb by 2x

Wan Chai District, Hong Kong SAR 1 week ago

Wan Chai District, Hong Kong SAR 3 weeks ago

Central & Western District, Hong Kong SAR 1 week ago

Wan Chai District, Hong Kong SAR 3 months ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join to apply for the Client Service Officer role at EFG International

Continue with Google Continue with Google

1 year ago Be among the first 25 applicants

Join to apply for the Client Service Officer role at EFG International

• Introduces the Bank and its banking services to prospective clients.
• Provides support to CRO to achieve their business goals such as NNA / Revenue targets.
• Markets and provides comprehensive private banking services to meet varied wealth management needs.
• Performs KYC / AML due diligence on clients in compliance with the Bank’s general directive and ongoing periodic review from time to time.
• Go through the Investment Risk Profile Questionnaire with clients at time of account opening as well as ongoing periodic review to ensure and update clients’ investment product suitability, risk tolerance and investment experience from time to time.
• Liaises and coordinates with the Bank’s investment units for passing on product information and markets commentary to clients from time to time.
• Closely monitor clients’ portfolio and account activities to ensure the compliance with internal guidelines as well as external regulations from time to time. Monitor clients’ position to ensure collateral sufficiency at all times and prompt regularization of excesses, if any.
• Prepares and maintains proper records including but not limited to account documentation, CIP, IRPQ, credit application and relevant documents, trade transactions and call reports, etc.
• Accept, confirm and execute clients’ investment orders, including but not limited to money market, securities, investment funds and FX transactions. Confirm with / advise clients on their order status in a timely manner. Regularly go through the selling process, suitability check, key economic factors and main risk factors of certain products with clients when needed.
• Liaises and coordinates with Credit Department to ensure all clients’ credit applications are properly processed.
• Attends internal / external trainings / meetings to ensure fit and proper requirements (such as CPT requirement, AML training, fraud training and compliance certification etc.) as stipulated by the regulatory are completely met.
  

• Introduces the Bank and its banking services to prospective clients.
• Provides support to CRO to achieve their business goals such as NNA / Revenue targets.
• Markets and provides comprehensive private banking services to meet varied wealth management needs.
• Performs KYC / AML due diligence on clients in compliance with the Bank’s general directive and ongoing periodic review from time to time.
• Go through the Investment Risk Profile Questionnaire with clients at time of account opening as well as ongoing periodic review to ensure and update clients’ investment product suitability, risk tolerance and investment experience from time to time.
• Liaises and coordinates with the Bank’s investment units for passing on product information and markets commentary to clients from time to time.
• Closely monitor clients’ portfolio and account activities to ensure the compliance with internal guidelines as well as external regulations from time to time. Monitor clients’ position to ensure collateral sufficiency at all times and prompt regularization of excesses, if any.
• Prepares and maintains proper records including but not limited to account documentation, CIP, IRPQ, credit application and relevant documents, trade transactions and call reports, etc.
• Accept, confirm and execute clients’ investment orders, including but not limited to money market, securities, investment funds and FX transactions. Confirm with / advise clients on their order status in a timely manner. Regularly go through the selling process, suitability check, key economic factors and main risk factors of certain products with clients when needed.
• Liaises and coordinates with Credit Department to ensure all clients’ credit applications are properly processed.
• Attends internal / external trainings / meetings to ensure fit and proper requirements (such as CPT requirement, AML training, fraud training and compliance certification etc.) as stipulated by the regulatory are completely met.
  

• University graduate.
• Preferably with 2 - 3 years of private banking experience especially in FX.
  

• Fluent in spoken and written English, Chinese and Mandarin.
• Proficiency in MS Word, Excel, PowerPoint and Chinese Word.
• Team player with good attitude.

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries Banking

Referrals increase your chances of interviewing at EFG International by 2x

Continue with Google Continue with Google

Continue with Google Continue with Google

Hong Kong SAR
HK$16,000.00
-
HK$17,999.00
4 days ago

Sha Tin District, Hong Kong SAR 4 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join to apply for the Client Service Operations Analyst role at Finsight Group Inc (FINSIGHT)

Join to apply for the Client Service Operations Analyst role at Finsight Group Inc (FINSIGHT)

Click the "Apply" button above or follow this link to review and respond to our questionnaire:

Link to the questionnaire

ABOUT FINSIGHT

FINSIGHT ( creates high-reliability financial technology that provides unparalleled visibility and actionable insights into capital markets. Our applications streamline workflows that facilitate hundreds of billions of dollars worth of capital markets activity annually for all the major investment banks and many of the world's largest global corporations. We are headquartered in New York City with offices in London, Singapore, Kyiv, Hong Kong, Miami and Manila.

We are a friendly, close-knit team of motivated and open-minded individuals committed to personal development, solving real problems and delivering excellent products and services to our clients.

ROLE OVERVIEW

We are expanding our operations in Hong Kong and are eager to continue building a great team. As a Client Service Operations Analyst, you will work closely with our clients to ensure service excellence and support multiple internal business segments (operations, finance, development and sales).

Responsibilities will include:

• Providing best-in-class phone, email and live chat service and support to our clients in a fast-paced environment
• Facilitating communication among internal and external stakeholders
• Recording and editing corporate media presentations using audio and video editing software (Audacity and Adobe Premiere)
• Coordinating business conference calls and live web events
• Industry research, data entry and data verification
• Client onboarding and product training
• Application testing and quality assurance to identify and report any issues or bugs
• Preparing and maintaining operational procedures to facilitate service and support
• Soliciting and internally communicating client feedback

What you will learn / reinforce in this role:

• How to deliver exceptional internal and external support on a consistent basis
• Strong time management practices
• Clear and concise written and verbal communication
• The ins-and-outs of running a software services company
• How to use audio and video editing software (Audacity and Adobe Premiere)
• Basics of capital markets (ie “Wall Street”)

REQUIREMENTS

Hard Skills / Experience

• English - Native or Bilingual
• 1–2 years of experience in a client-facing or professional services role (strongly preferred)
• Adept with computers and related technologies, including software applications, internal systems, and productivity suites (e.g., Microsoft Office and Google Workspace)
• Proficiency in locating, analyzing and verifying information using advanced online research techniques (i.e., knowing how to find things online beyond simply “Googling it”)
• Exceptional interpersonal and customer service skills, consistently exceeding expectations through active listening, understanding client needs and delivering thoughtful, timely responses

Soft Skills / Experience

• Demonstrated critical thinking and problem-solving a bilities: Skilled at analyzing complex, nuanced client inquiries and drawing informed conclusions to develop tailored, client-centric solutions
• Attention to detail with strong project managemen t skills: Capable of managing multiple priorities simultaneously, balancing deliverables and deadlines without compromising quality
• Proactive and solutions-oriented: A self-starter who thrives in high-touch client environments, confidently navigating impromptu challenges and offering thoughtful resolutions with minimal oversight
• Strong time management and execution skills: Demonstrates the ability to stay organized, meet deadlines, and follow through consistently in a dynamic, fast-paced setting
• Clear and effective communicator: Communicates with clarity and confidence, both in writing and verbally, ensuring alignment both internally and externally
• Positive attitude and coach-ability: Embraces feedback, is eager to learn, and approaches collaboration with an open mindset
• Highly reliable and trustworthy: Maintains professionalism, discretion, and consistency, earning the trust of clients and colleagues alike.

SHIFT AVAILABILITY

• 7AM to 4PM HKT, Monday to Friday

COMPENSATION

• Base Salary: $61,500-$64,000 USD annually

BENEFITS

• 3 weeks of paid vacation; 1 week of paid sick leave
• Comprehensive medical and dental insurance
• Fully stocked snack room
• Company provided laptop
• Regular team outings

LOCATION

• Note: We are moving our office to Admiralty in 2025

*This is an in-office position

• Seniority level Entry level

• Employment type Full-time

• Job function Customer Service
• Industries Capital Markets and Financial Services

Referrals increase your chances of interviewing at Finsight Group Inc (FINSIGHT) by 2x

Wan Chai District, Hong Kong SAR 3 weeks ago

Central & Western District, Hong Kong SAR 1 week ago

Central & Western District, Hong Kong SAR 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join to apply for the Client Service Project Manager(Contract till Jun 2026) role at Standard Chartered

5 days ago Be among the first 25 applicants

Join to apply for the Client Service Project Manager(Contract till Jun 2026) role at Standard Chartered

• Develop service models for the client group with all key stakeholders
• Implement the client specific service proposition (at global, regional, country level) ensuring that all parties are clear on client requirements and expectations
• The Global / Regional service manager will lead the virtual client service teams to ensure consistent & coordinated service experience for our clients across the network
• The Global / Regional service manager will also act as an escalation point for thematic service issues across client network and drive resolution of the issue in collaboration with the Operations & Service Teams in Countries
• Proactive client engagement through:
• Service Reviews / Due Diligence as agreed with clients; identification and closure of gaps between clients’ needs and service delivery
• Review and tracking of service performance through client experience dashboard to improve service levels, identify service gaps, recognize clients changing needs and requirements.
• Regular conversations with relevant stakeholders (TB Sales Team, Product Team, TTO) to deepen understanding of clients’ Business and service requirements.
• Support tracking of revenues and identify opportunities for new products to the benefit of the client.

• Develop service models for the client group with all key stakeholders
• Implement the client specific service proposition (at global, regional, country level) ensuring that all parties are clear on client requirements and expectations
• The Global / Regional service manager will lead the virtual client service teams to ensure consistent & coordinated service experience for our clients across the network
• The Global / Regional service manager will also act as an escalation point for thematic service issues across client network and drive resolution of the issue in collaboration with the Operations & Service Teams in Countries
• Proactive client engagement through:
• Service Reviews / Due Diligence as agreed with clients; identification and closure of gaps between clients’ needs and service delivery
• Review and tracking of service performance through client experience dashboard to improve service levels, identify service gaps, recognize clients changing needs and requirements.
• Regular conversations with relevant stakeholders (TB Sales Team, Product Team, TTO) to deepen understanding of clients’ Business and service requirements.
• Support tracking of revenues and identify opportunities for new products to the benefit of the client.
• Active engagement in on-going service initiatives, projects, client surveys
  
  

• Be aware of / fully compliant with the TB operational risk and governance framework
• Facilitate regular discussions on risk awareness, operation and risk control improvements, lessons learnt from incidents and identify best practices to strengthen teams’ operational risk awareness and knowledge
• Uphold good conduct – ensure full compliance with regulations, policies, and procedures. Prevent data leakages, regulatory breaches caused by lack of knowledge and knowledge
  
  

• Support the business by developing strong client relationships throughout the implementation cycle and help to identify additional cross sell opportunities
  
  

• Drive discipline in logging client complaints in accordance with the Bank’s Complaints Policy and ensure the team fully understand their obligation to capture client complaints in the designated system and follow through to resolution.
• Review relevant client service insights through available reports in GEMs / service related dashboards to identify trends in servicing gaps and take proactive steps to address root cause issues
• Ensure service review discussions are appropriately captured and well documented.
  
  

• Display exemplary conduct and live by the Group’s Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
• Adhere to local regulator (PRA/FCA) prescribed responsibilities and Rationale for allocation.
  
  

• TB Sales
• TB COO
• TB Product
• GAM / FAM / RAM/ARMs
• Product Partners
• Key functional partners e.g., Technology /PSS, Client Management, Operations (Trade, Cash, FMO etc), Finance, Marketing
• Function Support teams (Risk, Compliance, Legal)
• Region / Country Leadership teams
  
  

• Clients
  
  

• Bachelor’s degree in Banking or Finance preferred.
• Ideally 15+ years’ experience in banking or other relevant environment
• Client Service and Cash Product experience will be advantageous
• Risk & AML certified as stipulated by the Bank policy for the respective role
• English and/or local language skills as relevant
  
  

• Manage Conduct
• Risk Management and Internal Controls (SIF)
• Manage People
• Business - Strategy and Business Model (SIF)
• Business - Market Knowledge
• Business - Products and Processes
• Business - Business Partnering
  
  

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
  
  

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

• Seniority level Mid-Senior level

• Employment type Contract

• Job function Other
• Industries Banking

Referrals increase your chances of interviewing at Standard Chartered by 2x

Get notified about new Client Services Representative jobs in Central, Hong Kong SAR .

Kowloon City District, Hong Kong SAR 2 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join to apply for the Client Service Operations Analyst role at Finsight Group Inc (FINSIGHT)

Join to apply for the Client Service Operations Analyst role at Finsight Group Inc (FINSIGHT)

Click the "Apply" button above or follow this link to review and respond to our questionnaire:

Link to the questionnaire

ABOUT FINSIGHT

FINSIGHT ( creates high-reliability financial technology that provides unparalleled visibility and actionable insights into capital markets. Our applications streamline workflows that facilitate hundreds of billions of dollars worth of capital markets activity annually for all the major investment banks and many of the world's largest global corporations. We are headquartered in New York City with offices in London, Singapore, Kyiv, Hong Kong, Miami and Manila.

We are a friendly, close-knit team of motivated and open-minded individuals committed to personal development, solving real problems and delivering excellent products and services to our clients.

ROLE OVERVIEW

We are expanding our operations in Hong Kong and are eager to continue building a great team. As a Client Service Operations Analyst, you will work closely with our clients to ensure service excellence and support multiple internal business segments (operations, finance, development and sales).

Responsibilities will include:

• Providing best-in-class phone, email and live chat service and support to our clients in a fast-paced environment
• Facilitating communication among internal and external stakeholders
• Recording and editing corporate media presentations using audio and video editing software (Audacity and Adobe Premiere)
• Coordinating business conference calls and live web events
• Industry research, data entry and data verification
• Client onboarding and product training
• Application testing and quality assurance to identify and report any issues or bugs
• Preparing and maintaining operational procedures to facilitate service and support
• Soliciting and internally communicating client feedback

What you will learn / reinforce in this role:

• How to deliver exceptional internal and external support on a consistent basis
• Strong time management practices
• Clear and concise written and verbal communication
• The ins-and-outs of running a software services company
• How to use audio and video editing software (Audacity and Adobe Premiere)
• Basics of capital markets (ie “Wall Street”)

REQUIREMENTS

Hard Skills / Experience

• English - Native or Bilingual
• 1–2 years of experience in a client-facing or professional services role (strongly preferred)
• Adept with computers and related technologies, including software applications, internal systems, and productivity suites (e.g., Microsoft Office and Google Workspace)
• Proficiency in locating, analyzing and verifying information using advanced online research techniques (i.e., knowing how to find things online beyond simply “Googling it”)
• Exceptional interpersonal and customer service skills, consistently exceeding expectations through active listening, understanding client needs and delivering thoughtful, timely responses

Soft Skills / Experience

• Demonstrated critical thinking and problem-solving a bilities: Skilled at analyzing complex, nuanced client inquiries and drawing informed conclusions to develop tailored, client-centric solutions
• Attention to detail with strong project managemen t skills: Capable of managing multiple priorities simultaneously, balancing deliverables and deadlines without compromising quality
• Proactive and solutions-oriented: A self-starter who thrives in high-touch client environments, confidently navigating impromptu challenges and offering thoughtful resolutions with minimal oversight
• Strong time management and execution skills: Demonstrates the ability to stay organized, meet deadlines, and follow through consistently in a dynamic, fast-paced setting
• Clear and effective communicator: Communicates with clarity and confidence, both in writing and verbally, ensuring alignment both internally and externally
• Positive attitude and coach-ability: Embraces feedback, is eager to learn, and approaches collaboration with an open mindset
• Highly reliable and trustworthy: Maintains professionalism, discretion, and consistency, earning the trust of clients and colleagues alike.

SHIFT AVAILABILITY

• 7AM to 4PM HKT, Monday to Friday

COMPENSATION

• Base Salary: $61,500-$64,000 USD annually

BENEFITS

• 3 weeks of paid vacation; 1 week of paid sick leave
• Comprehensive medical and dental insurance
• Fully stocked snack room
• Company provided laptop
• Regular team outings

LOCATION

• Note: We are moving our office to Admiralty in 2025

*This is an in-office position

• Seniority level Entry level

• Employment type Full-time

• Job function Customer Service
• Industries Capital Markets and Financial Services

Referrals increase your chances of interviewing at Finsight Group Inc (FINSIGHT) by 2x

Wan Chai District, Hong Kong SAR 3 weeks ago

Central & Western District, Hong Kong SAR 1 week ago

Central & Western District, Hong Kong SAR 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join to apply for the Client Service Project Manager(Contract till Jun 2026) role at Standard Chartered

5 days ago Be among the first 25 applicants

Join to apply for the Client Service Project Manager(Contract till Jun 2026) role at Standard Chartered

• Develop service models for the client group with all key stakeholders
• Implement the client specific service proposition (at global, regional, country level) ensuring that all parties are clear on client requirements and expectations
• The Global / Regional service manager will lead the virtual client service teams to ensure consistent & coordinated service experience for our clients across the network
• The Global / Regional service manager will also act as an escalation point for thematic service issues across client network and drive resolution of the issue in collaboration with the Operations & Service Teams in Countries
• Proactive client engagement through:
• Service Reviews / Due Diligence as agreed with clients; identification and closure of gaps between clients’ needs and service delivery
• Review and tracking of service performance through client experience dashboard to improve service levels, identify service gaps, recognize clients changing needs and requirements.
• Regular conversations with relevant stakeholders (TB Sales Team, Product Team, TTO) to deepen understanding of clients’ Business and service requirements.
• Support tracking of revenues and identify opportunities for new products to the benefit of the client.

• Develop service models for the client group with all key stakeholders
• Implement the client specific service proposition (at global, regional, country level) ensuring that all parties are clear on client requirements and expectations
• The Global / Regional service manager will lead the virtual client service teams to ensure consistent & coordinated service experience for our clients across the network
• The Global / Regional service manager will also act as an escalation point for thematic service issues across client network and drive resolution of the issue in collaboration with the Operations & Service Teams in Countries
• Proactive client engagement through:
• Service Reviews / Due Diligence as agreed with clients; identification and closure of gaps between clients’ needs and service delivery
• Review and tracking of service performance through client experience dashboard to improve service levels, identify service gaps, recognize clients changing needs and requirements.
• Regular conversations with relevant stakeholders (TB Sales Team, Product Team, TTO) to deepen understanding of clients’ Business and service requirements.
• Support tracking of revenues and identify opportunities for new products to the benefit of the client.
• Active engagement in on-going service initiatives, projects, client surveys
  

• Be aware of / fully compliant with the TB operational risk and governance framework
• Facilitate regular discussions on risk awareness, operation and risk control improvements, lessons learnt from incidents and identify best practices to strengthen teams’ operational risk awareness and knowledge
• Uphold good conduct – ensure full compliance with regulations, policies, and procedures. Prevent data leakages, regulatory breaches caused by lack of knowledge and knowledge
  

• Support the business by developing strong client relationships throughout the implementation cycle and help to identify additional cross sell opportunities
  

• Drive discipline in logging client complaints in accordance with the Bank’s Complaints Policy and ensure the team fully understand their obligation to capture client complaints in the designated system and follow through to resolution.
• Review relevant client service insights through available reports in GEMs / service related dashboards to identify trends in servicing gaps and take proactive steps to address root cause issues
• Ensure service review discussions are appropriately captured and well documented.
  

• Display exemplary conduct and live by the Group’s Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
• Adhere to local regulator (PRA/FCA) prescribed responsibilities and Rationale for allocation.
  

• TB Sales
• TB COO
• TB Product
• GAM / FAM / RAM/ARMs
• Product Partners
• Key functional partners e.g., Technology /PSS, Client Management, Operations (Trade, Cash, FMO etc), Finance, Marketing
• Function Support teams (Risk, Compliance, Legal)
• Region / Country Leadership teams
  

• Clients
  

• Bachelor’s degree in Banking or Finance preferred.
• Ideally 15+ years’ experience in banking or other relevant environment
• Client Service and Cash Product experience will be advantageous
• Risk & AML certified as stipulated by the Bank policy for the respective role
• English and/or local language skills as relevant
  

• Manage Conduct
• Risk Management and Internal Controls (SIF)
• Manage People
• Business - Strategy and Business Model (SIF)
• Business - Market Knowledge
• Business - Products and Processes
• Business - Business Partnering
  

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
  

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

• Seniority level Mid-Senior level

• Employment type Contract

• Job function Other
• Industries Banking

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Kowloon City District, Hong Kong SAR 2 weeks ago

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Join to apply for the Senior Manager, Corporate Client Service role at AIA Hong Kong and Macau .

Lead and manage teams to meet or exceed client retention, service-to-sales targets, key performance benchmarks, as well as compliance and customer service standards.

1. Organizational management: Develop long-term plans for service excellence, monitor team progress, identify process improvements, motivate team members, minimize contract backlogs, and train the service team.
2. Manage policies and documents: Effectively utilize team resources, monitor performance, ensure compliance, streamline operations, and provide policy consultations.
3. Customer service and procedures review: Oversee daily operations, review communication materials, implement risk controls, and address errors or delays promptly.
4. Client relationships and sales support: Advise sales teams on contracts and policies, and maintain strong relationships to enhance operations.
5. People management: Assist in task prioritization, coach staff, motivate, and identify future leaders.
6. Other responsibilities: Lead projects, allocate resources efficiently, and perform additional duties as assigned.

• University degree with at least 10 years in customer service/operations, including 5 years in managerial roles.
• Preferably IIQE licensed (papers 1-4).
• Knowledge of group insurance, MPF/ORSO schemes.
• Self-motivated, customer-oriented, good communicator, and team player.
• Detail-oriented with strong organizational skills.
• Proficient in Chinese and English, both spoken and written.

• Relevant licenses required for regulated activities.