佛山 [切换城市] 佛山招聘佛山客服及技术支持招聘佛山客户关系经理/主管招聘

05尽职调查组长

佛山市安达和亨投资咨询有限公司

  • 公司规模:少于50人
  • 公司性质:民营公司
  • 公司行业:专业服务(咨询、人力资源、财会)

职位信息

  • 发布日期:2017-04-04
  • 工作地点:佛山-南海区
  • 招聘人数:若干人
  • 学历要求:本科
  • 语言要求:英语 熟练
  • 职位月薪:6-9.5千/月
  • 职位类别:客户关系经理/主管  

职位描述

职位描述:
Job Description

The role will lead a team to deliver a strong client / customer experience and high levels of quality and productivity in line with given policies and procedures.The ability to engage and communicate via good people management skills and experience is therefore essential, with a demonstrable track record of having successfully led a small team in an operations environment.The role will involve working with other teams within the engagement and the Operations Support team so the ability to build and maintain strong internal networks will also be key.

Responsibilities

- Effective leadership of the team including line management responsibility for 15 direct reports
- Ensure the team is well motivated and that team members are developed to their potential in line with current and predicted operational needs
- Identify ongoing training needs and arrange coaching as required to ensure all staff achieve competency within reasonable timeframe and maintain competency level
- Performance manage and develop colleagues, maximising talent and contribution of individuals in delivering value
- Effective supervision of the processes handled by the team, including hand-offs to other internal and client teams, ensuring a high level of service to all customers / clients
- Maintain policy, process and procedures documentation for processes handled by the team, in liaison with Training and Competence Manager
- Achievement of targets which impact client Service Level Agreements (SLAs)
- Identify and communicate MI requirements in support of team management and utilise MI reports to drive staff performance
- Where relevant, build cross site relationships with counterparts to ensure operational consistency across sites and share best practice
- Consistently apply communication standards as set out in the Communications framework
- Reporting of issues of concern to Operations leadership, seeking root causes and / or solutions to problems and challenges
- Actively protecting the client’s interest at all times in complying with statutory regulations and legislation
- Initiate and support improvements to processes and techniques to achieve higher levels of efficiency and effectiveness and to maximise productivity gains
- Demonstrate due care and diligence in exercising operational level mandates within authority outlined in the Delegated Authorities Manual
- Ensure potential resource challenges are flagged in a timely manner to Operations Management to facilitate recruitment backfills
- Provide support and cover for TL levels within function and across functions as required (arranging cover and comprehensive handover for own planned absences)

Basic Requirement

- Min 3 years in an operational environment, where at least 1 yr has been spent at a TL level managing a small / medium team (>10). Preferred background in Financial services industry, with exposure to remediation although not essential
- Communication and relationship management skills
- Fluent writing and verbal communications in English, Mandarin and Cantonese is needed
- Good organisation skills
- Problem solving skills and the ability to use information to generate creative solutions to benefit the business
- Awareness of the Hong Kong Monetary Authority (HKMA), Anti-Money Laundering (AML), Data Protection Laws and other relevant legislation, procedures and processes
- Competent level on Microsoft Office tools i.e. Excel, Word, PowerPoint

职能类别: 客户关系经理/主管

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公司介绍

我们是一家定位高的第三方理财顾问公司,20年前在香港创办(现在团队有50多人);05年到北京设中国总部(现在团队有25人)。
我们定位高,要求每一个客户都赚钱,在北京凝聚了20位股票比赛得奖的民间高手,为300位中高端客户操盘,09年北京已成为北京城最大最规范的股票私募。2010年广州、佛山分公司,与青岛分公司陆续开业,复制北京成功的模式。2011年武汉、成都分店也相继开幕。2011年我们会邀请创投基金入股,为我们未来5年的扩充计划,储备更好的运作资金。
我们的理想,为中国最有钱的1000位客户理财,每个客户都赚钱,长期为这批尊贵的客户来服务。
我们要求高素质员工,优秀的在几年之后可晋升为合伙人。我们采取低固定工薪,高绩效的待遇方式,有能力的能享受高收入待遇,没能力的,过不了三个月试用期。

联系方式

  • Email:team@yeah.net
  • 公司地址:上班地址:天府软件园