Investment Fund Services Lead

6 days ago


Hong Kong Island, Hong Kong SAR China FP Global Full time
Sales and Relationship Management Leader

As a Sales and Relationship Management Leader, you will play a key role in driving business growth and deepening client relationships across Asia. You will manage and expand a portfolio of relationships with key clients, including retail banks, private banks, custodian banks, wealth management platforms, and fund distributors.

About the Role

We are seeking an experienced professional to lead our sales and relationship management efforts in Asia. The ideal candidate will have a proven track record in managing large, strategic client relationships within the investment fund services or asset servicing space.

Main Responsibilities:

  • Manage and expand a portfolio of relationships with key clients, including retail banks, private banks, custodian banks, wealth management platforms, and fund distributors.
  • Build strong working relationships with decision-makers and influencers across the client base.
  • Identify opportunities for upselling and cross-selling investment fund services.
  • Ensure a seamless onboarding experience for new clients, optimizing service migration.
  • Oversee contractual, commercial, and operational issue resolution, ensuring compliance with internal and regulatory requirements (AML/KYC, legal, audit, credit).
  • Develop strategic account plans to position FP Global's value proposition as a market leader.
  • Represent FP Global at industry events, contributing to thought leadership and client engagement.

Candidate Profile:

  • Experience: Proven track record in managing large, strategic client relationships within the investment fund services or asset servicing space.
  • Industry Knowledge: Strong understanding of banking services and processes related to investment funds.
  • Skills: Excellent communication, negotiation, and presentation abilities with a client-centric mindset.
  • Education: University degree in Economics, Business Administration, Finance, or a related field.
  • Licensing: SFC Type 1 and/or Type 4 License preferred
  • Languages: Proficiency in English is required; Mandarin, Cantonese, or other Asian languages are advantageous.
  • Flexibility: Ability to work independently and collaboratively within a regional team; occasional travel expected.


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