Client Onboarding and Success Manager
4 days ago
About Treasury Operations at Hazeltree
We are seeking a highly skilled professional to lead client onboarding and success initiatives, leveraging their expertise in project management, relationship management, and financial services. As the primary point of contact for new clients, you will guide them through the onboarding and implementation process, ensuring a seamless transition to Hazeltree's cutting-edge treasury management solutions.
Key Responsibilities
- Client Onboarding: Develop and execute comprehensive onboarding strategies, ensuring timely and successful integration of Hazeltree's treasury solutions.
- Project Management: Manage multiple projects simultaneously, prioritizing tasks, and ensuring delivery of high-quality results within tight deadlines.
- Cross-Functional Collaboration: Work closely with Product Development, Engineering, and Client Services teams to enhance our solutions and advocate for client needs.
- Client Relationship Building: Foster strong relationships with key decision-makers at hedge funds and private market firms, understanding their unique needs and preferences.
- Strategic Growth: Identify opportunities for upselling and cross-selling, expanding Hazeltree's footprint within existing accounts.
Qualifications & Requirements
Technical & Industry Knowledge:
- 5+ years of experience in project management, client onboarding, or account management, ideally within financial services, fintech, or SaaS solutions.
- Expert-level understanding of financial instruments, cash management, and treasury operations.
- Familiarity with hedge funds, private equity, and alternative investments is highly preferred.
Soft Skills:
- Analytical & Problem-Solving: Ability to analyze complex client needs and develop innovative solutions.
- Communication: Exceptional verbal and written communication skills to engage with both technical and non-technical stakeholders.
- Leadership: Proven ability to lead cross-functional teams, driving collaboration and achieving shared goals.
What We Offer:
- Competitive salary and performance-based incentives.
- Opportunities for professional growth, training, and career advancement.
- A dynamic, collaborative, and entrepreneurial work environment.
-
Client Onboarding and Success Manager
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Hazeltree Full timeJob OverviewThis is an exceptional opportunity to combine project management, relationship management, and financial expertise in a dynamic environment.As the primary point of contact for new clients, you will guide them through the onboarding and implementation process, ensuring a seamless transition to Hazeltree's cutting-edge treasury management...
-
Client Onboarding Specialist
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China SGS Société Générale de Surveillance SA Full timeAbout the RoleWe are seeking a skilled Client Onboarding Specialist to join our team in SGS Société Générale de Surveillance SA.The successful candidate will be responsible for managing client relationships, ensuring seamless onboarding experiences, and maintaining accurate records.Responsibilities:Prioritize requests and lead meetings with...
-
Client Success Expert
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Hazeltree Full timeAbout 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 growing team in Hong Kong.This is a unique opportunity to play a pivotal...
-
Client Onboarding Analyst
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Borderless Capital Full timeAbout Hex TrustHex Trust, established in 2018, offers fully regulated institutional digital asset Custody, Staking, and Markets services to builders, investors, and service providers. Drawing on the expertise of veteran banking technologists and award-winning financial services leaders, Hex Trust continues to innovate with its proprietary bank-grade...
-
Client Onboarding Expert
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China SGS Société Générale de Surveillance SA Full timeAbout the RoleThe Client Lifecycle Intelligence and Digital department at SGS Société Générale de Surveillance SA is seeking a skilled Client Onboarding Expert to join our team. In this role, you will be responsible for ensuring seamless client onboarding experiences across our Global Banking and Investor Solutions activities.Key Responsibilities:Lead...
-
Client Onboarding and Sales Liaison
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Selby Jennings Full timeJob Responsibilities:Selby Jennings is seeking a Client Onboarding and Sales Liaison to join our team. The ideal candidate will have around 5 years of working experience, recognised university or relevant professional qualification, and excellent communication skills in English, Cantonese, and Mandarin.The successful candidate will be responsible for...
-
Trust Industry Client Onboarding Specialist
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Amethyst Partners Full timeJob Description:We are seeking a highly skilled Business Development Support Officer to work closely with our Business Development team. The successful candidate will be responsible for supporting business proposals, letters of engagement, and other related tasks.The ideal candidate will have experience in client onboarding, KYC, and business development...
-
Client Success Manager
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Canopy Full timeClient Success Manager (Family Office Solution)Canopy is a Singapore-headquartered wealth data aggregation and insights platform that helps high-net-worth individuals (HNWIs) and wealth professionals make better investment decisions with anonymized financial data.Our cutting-edge wealth management technology enables seamless account aggregation, portfolio...
-
Sales Support/Client Onboarding
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Selby Jennings Full timeSales Support/Client Onboarding - Trust Company Responsibilities Collaborate with Business Development Directors to draft proposals and letters of engagement for new business opportunities. Inform new clients about due diligence and other requirements for new client acceptance. Create and customize external sales presentations as needed, including pitch...
-
KYC New Client Onboarding Case Lead
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China SGS Société Générale de Surveillance SA Full timeResponsibilities Primary Objectives: Prioritization of requests and leading prioritization meetings with dedicated representatives from each business line Help the client/sales to understand SG's KYC requirements and provide additional rationale as to why certain documents are being requested Ensure the relevance, quality, and accuracy of main client...
-
Enterprise Client Success Manager
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Checkout Full timeJob Summary">We're seeking a skilled Enterprise Client Success Manager to join our team at Checkout. As a key member of our sales organization, you will play a critical role in building and maintaining strong relationships with key clients in the Crypto and iGaming space.">Key Responsibilities">">Client Relationship Management">You will establish and...
-
Global Onboarding Lead
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China SGS Société Générale de Surveillance SA Full timeAbout the RoleWe are seeking a Global Onboarding Lead to join our team in Singapore. As a key member of our Global Banking and Investor Solutions (GBIS) department, you will be responsible for leading the onboarding process, ensuring timely and accurate completion of client due diligence.Main Accountabilities:Collect documentation from Clients and provide...
-
Onboarding Specialist Lead
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Atomic Recruitment Singapore Full timeAbout the RoleThe successful candidate will oversee the entire end-to-end onboarding process for new hires, acting as the primary point of contact throughout their onboarding journey. This includes coordinating with different teams on employee contract management, serving as the main contact for onboarding inquiries, and initiating background checks and...
-
Employee Onboarding Manager
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Atomic Recruitment Singapore Full timeAtomic Recruitment Singapore is seeking an experienced HR Onboarding Specialist to join our team. In this role, you will be responsible for managing the entire onboarding process, from pre-hire to post-onboarding.Key Responsibilities:Oversee the end-to-end onboarding process for new hiresCoordinate with teams to ensure a smooth onboarding experienceHandle...
-
Business Analyst
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China CMB International Capital Corporation Limited Full timeJob DescriptionCMB International Capital Corporation Limited is seeking a highly skilled Business Analyst to support the corporate client onboarding process. The ideal candidate will have strong analytical and problem-solving skills, with excellent communication and interpersonal abilities.About the RoleThis role involves working closely with our clients to...
-
Talent Onboarding Specialist
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Atomic Recruitment Singapore Full timeAs an HR Onboarding Specialist with Atomic Recruitment Singapore, you will play a vital role in ensuring a seamless onboarding experience for new hires in a prestigious bank in Hong Kong.Key Responsibilities:Manage the entire onboarding process from start to finish.Act as the main point of contact for onboarding queries, collaborating with HR Business...
-
HR Onboarding Expert
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Atomic Recruitment Singapore Full timeJob OverviewWe are seeking a skilled HR Onboarding Specialist to join our team at Atomic Recruitment Singapore. As an HR Onboarding Specialist, you will play a pivotal role in delivering an exceptional pre-hire onboarding experience for our clients.This is a fantastic opportunity to work with a prestigious bank and be part of their HR team in Hong Kong.
-
Trust Company Onboarding Specialist
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Selby Jennings Full timeJob Description:Selby Jennings is seeking a highly skilled Trust Company Onboarding Specialist to join our team. The ideal candidate will have around 5 years of working experience, recognised university or relevant professional qualification, and excellent communication skills in English, Cantonese, and Mandarin.The successful candidate will be responsible...
-
Client Lifecycle Management Specialist
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China SGS Société Générale de Surveillance SA Full timeJob DescriptionWe are seeking a Client Lifecycle Management Specialist to join our team in Singapore. As a key member of our Global Banking and Investor Solutions (GBIS) department, you will be responsible for managing the client lifecycle, including onboarding, periodic reviews, and reference data management.Responsibilities:Prioritize requests and lead...
-
Greater China Client Success Manager
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Meta Full timeAbout the RoleThe Greater China Client Success Manager is a strategic and enthusiastic solution-driver and business consulting specialist who puts our customers at the core. This role is embedded in the sales team to build executional and functional partnerships, use data and analytics to devise comprehensive solutions for our clients, and drive revenue by...