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
Skills Required
- Bachelor's degree in Business Administration, Finance, or related field
- Proven experience in client service or a similar role within a digital wealth platform
- Strong leadership, interpersonal, organizational, and problem-solving skills
- Fluent in English, Traditional Chinese, and Simplified Chinese
- Ability to analyze data and generate actionable insights
- Knowledge of regulatory requirements and KYC procedures
What We Do
Chubb is the world’s largest publicly traded property and casualty insurance company. With operations in 54 countries and territories, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients. As an underwriting company, we assess, assume and manage risk with insight and discipline. We service and pay our claims fairly and promptly. The company is also defined by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength and local operations globally. Parent company Chubb Limited is listed on the New York Stock Exchange (NYSE: CB) and is a component of the S&P 500 index. Chubb maintains executive offices in Zurich, New York, London, Paris and other locations, and employs 31,000 people worldwide. Additional information can be found at: chubb.com.
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