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IPMI Client Manager, HK

Finance, Investment, Insurance & Banking

The company, is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. The company is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses. With annual revenue of $24 billion and more than 90,000 colleagues, the company helps build the confidence to thrive through the power of perspective.


About the job

We are seeking a talented individual to join our BENEFITS team at The company. This role will be based in Hong Kong. This is a hybrid role that has a requirement of working at least three days a week in the office.


We will count on you to:

  • Manage a portfolio, serving as the main point of contact for clients.

  • Build and maintain strong relationships with clients, understanding their needs and provide exceptional customer service.

  • Develop and execute account management strategies to maximize client retention and satisfaction.

  • Identify and support cross-selling opportunities.

  • Develop strong relationships with insurers and stay up to date with industry trends and market developments.

  • Maintain accurate and up-to-date client records and sales activity reports.

What you need to have:

  • University degree or diploma in a related discipline or other relevant qualifications.

  • At least 4-5 years' experience in account and project management, ideally with IPMI experience.

  • Strong numeric and analytical background. Commercially astute and strong business sense.

  • A track record in client and vendor management.

  • Self-motivated to seek out knowledge, test ideas and ways to contribute to the team.

  • Ability to build relationships by communicating, influencing and negotiating effectively with team members.

  • Project management skills, in planning ahead the different milestones to achieve and execute in a timely manner with strong commitment on quality.

  • Computer literacy especially in Microsoft Office.

  • Proficient in written and spoken English; good command of Cantonese and Mandarin will be of added merit.

Why join our team:

  • We help you be your best through professional development opportunities, interesting work and supportive leaders.

  • We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.

  • Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Project Management

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