Polly Chan
Head of Client Services
Polly leads the client services team to ensure the client experience is as stress-free and seamless as possible.
She was instrumental in developing the client servicing and administration functions to what it is today.
Polly's role involves
Polly has been working in the financial services profession for over 20 years and she cultivates strong working relationships with our various service teams along with external service providers in both Hong Kong and Australia to ensure overall client satisfaction. These vital functions ensure we can offer the highest level of client service with care and integrity.
She handles the implementation of our strategic and operational plans and partners with different business units to provide compliance advice and solutions.
Polly's areas of expertise
- Servicing
- Operations management
- Risk and compliance
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