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机构客户服务总监

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Onsite

机构客户服务总监

某香港猎头公司

机构客户服务总监

2 months ago

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Important information


Contract type:

Permanent

Location:

Hong Kong

Work mode:

Onsite

Published on:

10 September 2026

What they need


职位名称:机构客户服务总监(工作地点:香港)

职责(简述)

  • 协同销售、投资、产品、法务合规及运营等部门,为客户提供优质服务
  • 管理客户开户全流程,协调KYC/AML审查
  • 处理客户问询,维护客户数据库并确保信息及时更新
  • 确保客户报告、尾随费支付准确及时,并监控订单执行
  • 协调RFP/DDQ回复,制作月度IBD管理报告
  • 带领2名初级员工提升客户体验,并牵头内部项目工作流

任职要求(简述)

  • 本科及以上学历
  • 10年以上工作经验,其中至少5年资管公司客户服务岗经验
  • 中英文(口语及书写)良好
  • 团队协作、沟通能力强,成熟独立,具备创业精神,能承受压力

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