Financial Project Coordinator

4 days ago


Hong Kong Island, Hong Kong SAR China Hazeltree Full time
About this Role

Hazeltree is seeking a Client Onboarding Specialist to join our team in Hong Kong. This is a mid-senior level position responsible for leading client onboarding, managing projects, and cultivating client relationships.

Responsibilities

As a Client Onboarding Specialist, your responsibilities will include:

  1. Developing and executing project plans to ensure seamless delivery of treasury management solutions.
  2. Servicing as a trusted advisor to clients, guiding them through the onboarding and implementation process.
  3. Building and maintaining strong relationships with key decision-makers at hedge funds and private market firms.
  4. Identifying upsell and cross-sell opportunities to expand Hazeltree's footprint within existing accounts.

Requirements

To be successful in this role, you will need:

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

We offer a competitive salary and performance-based incentives, as well as opportunities for professional growth and development. If you are passionate about delivering exceptional client experiences and driving business growth, we encourage you to apply for this exciting opportunity.



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