Regional Client Manager

1 day ago


Hong Kong Island, Hong Kong SAR China FP Global Full time
Client Relationship Director

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 Role

The 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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