Regional Client Manager
1 day ago
We are seeking an experienced Client Relationship Director to join our team in Asia. As a Client Relationship Director, you will play a key role in driving business growth and deepening client relationships across the region.
About the RoleThe ideal candidate will have a proven track record in managing large, strategic client relationships within the investment fund services or asset servicing space. You will be responsible for managing and expanding a portfolio of relationships with key clients, including retail banks, private banks, custodian banks, wealth management platforms, and fund distributors.
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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