Treasury Solutions Professional

4 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Hazeltree Full time

About Hazeltree Fund Services Inc.

Hazeltree is a global leader in cloud-based treasury solutions, providing innovative technology to optimize liquidity, manage cash, and mitigate risk. As we continue to expand our global presence, we are looking for a dynamic professional to join our team in Hong Kong.

This role offers a unique opportunity to combine project management, relationship management, and financial expertise, driving client success and strategic growth.

Key Responsibilities:

  • Lead Client Onboarding: Serve as a trusted advisor, guiding clients through the end-to-end implementation of Hazeltree's treasury solutions.
  • Project Management Excellence: Develop and execute project plans, managing timelines, and ensuring seamless delivery of solutions.
  • Cultivate Client Relationships: Build strong relationships with key decision-makers at hedge funds and private market firms, understanding their unique needs.
  • Drive Strategic Growth: Identify upsell and cross-sell opportunities to expand Hazeltree's footprint within existing accounts.
  • Champion Client Success: Provide expert training, proactive support, and ongoing engagement to maximize client retention and satisfaction.
  • Cross-Functional Collaboration: Work closely with Product Development, Engineering, and Client Services teams to enhance our solutions and advocate for client needs.
  • Financial & Technical Expertise: Apply your knowledge of financial instruments, cash management, and treasury operations to support clients effectively.

Qualifications & Requirements:

Technical & Industry Knowledge:

  • Experience in project management and/or account management, ideally within financial services, fintech, or SaaS solutions.
  • Strong understanding of financial instruments, cash management, and treasury operations.
  • Familiarity with hedge funds, private equity, and alternative investments is a plus.

Soft Skills:

  • Analytical & Problem-Solving: Ability to analyze client needs and develop strategic solutions.
  • Communication: Strong verbal and written communication skills to engage with both technical and non-technical stakeholders.
  • Collaboration: Ability to work cross-functionally with internal teams and clients.
  • Time Management: Strong multitasking and prioritization skills in a fast-paced environment.
  • Proactive Mindset: A self-starter attitude with a passion for client success and continuous improvement.

Education & Experience:

  • Bachelor's degree in Finance, Business, Economics, or a related field.
  • 3+ years of experience in project management, client onboarding, or account management.
  • Experience in fintech, SaaS, or financial services is highly preferred.

What We Offer:

  • Competitive salary and performance-based incentives.
  • Opportunities for professional growth, training, and career advancement.
  • A dynamic, collaborative, and entrepreneurial work environment.
  • A chance to be part of a growing team shaping the future of treasury management in Asia.


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