Client Relationship Manager

Howden Private Wealth; Hong Kong; On-site; HKD 420,000 - 660,000; Full time

Job summary

Howden Private Wealth in Hong Kong seeks a client service professional to handle annual policy reviews and inquiries. You will own requests, coordinate with consultants and bankers, and ensure records align with our service proposition.

The role emphasizes relationship building with clients and stakeholders, proactive planning of activities, and delivering reliable, accurate information. Fluency in English, Cantonese and Mandarin is required, with MS Office and Chinese typing proficiency.

Qualifications

• Minimum 5 years of relevant work experience in customer service.
• Ability to multi-task, strong organizational and problem solving skills.
• Excellent interpersonal communication skills in English, Cantonese and Mandarin.

Responsibilities

• 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; handholding of cases / coordinating / making decisions where necessary.
• Build and maintain strong relationships with all key stakeholders (Consultants, bankers and clients) and proactively plan activities to strengthen banker relationships.
• Continue to cultivate existing business relationships with clients or other outside entities.
• Create methods to obtain new clients and bring potential clients into the fold.
• Deal with general and technical queries through telephone calls and emails received.
• Ensure information provided is updated, accurate and aligns with the proposition and services.
• Demonstrate effective teamwork in own team and across the business.
• Provide contingency supports to Policy Administration Team, including preparation of policy review materials.

Skills

Interpersonal communication

Multilingual communication

Attention to detail

Education

Degree holder

Professional insurance qualifications (preferred)

Job description

With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world’s most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally.

We have representatives across Hong Kong, Singapore, Malaysia, Geneva, Zurich, Dubai and the U.S. As we are ardent believers in providing holistic solutions, being part of the Howden Group also enables us to help our UHNW clients address their other insurance needs (such as their art insurance to political risk insurance) globally through the Howden network.

The Howden Group is proud to build a business that brings together entrepreneurial teams with the best expertise and talent from all over the world. As the largest independent European broker with an international network, it strongly believes in putting its people first, knowing that profits will follow and clients are the ones who will truly benefit.

Job Responsibilities

• 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

Job Requirements

• Degree holder, preferably with professional insurance qualifications;
• Minimum 5 years of relevant work experience in customer service, industry knowledge is a plus;
• Ability to multi-task, strong organizational and problem solving skills;
• Accountable & taking ownership;
• Persistence, enthusiastic to learn new skills and have a can-do attitude;
• Excellent interpersonal communication skills;
• Excellent verbal and written communication skills in English, Cantonese and Mandarin
• Familiar with MS Office and Chinese typing (both traditional and simplified)