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Project Coordinator for Hedge Funds

1 week ago

Hong Kong, Central and Western District, Hong Kong SAR China Hazeltree Full time
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, manage timelines, and ensure 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.
Qualifications & Requirements

To succeed in this role, you will need:

  • 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.

You must possess strong analytical and problem-solving skills, excellent communication and collaboration abilities, and a proactive mindset with a passion for client success and continuous improvement.