Financial Services Project Lead
6 days ago
Job Description Summary:
Hazeltree Fund Services Inc. is seeking a highly skilled Client Onboarding & Success Manager to join our team in Hong Kong.
The ideal candidate will possess excellent analytical and problem-solving skills, strong communication and collaboration skills, and a proactive mindset.
Responsibilities:
- Develop and execute project plans to lead client onboarding and ensure seamless delivery of treasury solutions.
- Cultivate strong relationships with key decision-makers at hedge funds and private market firms.
- Identify upsell and cross-sell opportunities to drive strategic growth and expand Hazeltree's footprint within existing accounts.
- Provide expert training, proactive support, and ongoing engagement to maximize client retention and satisfaction.
- Work closely with Product Development, Engineering, and Client Services teams to enhance solutions and advocate for client needs.
- Apply knowledge of financial instruments, cash management, and treasury operations to support clients effectively.
Qualifications:
- 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.
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