Chubb Investment Management Client Experience Lead
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Job Location:
Monthly Salary:
Posted on:
3 days ago
Vacancies:
1 Vacancy
Job Summary
Description
Qualifications
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.
Qualifications
- Bachelors 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
Key Skills
About Company
Chubb Life has been in Egypt since 2003. Chubb Life is the international life insurance division of Chubb - the world's largest publicly traded property and casualty insurance company by market capitalization.
