Treasury Solutions Specialist

6 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Hazeltree Full time

About Hazeltree

Hazeltree is a global leader in cloud-based treasury solutions. We provide innovative technology to optimize liquidity, manage cash, and mitigate risk for hedge funds and private equity firms.

As we continue to expand our global presence, we are looking for a dynamic professional to join our growing team in Hong Kong.

This is a unique opportunity to play a pivotal role in client success, combining project management, relationship management, and financial expertise.

Key Responsibilities:

  • Lead Client Onboarding: Serve as a trusted advisor, guiding clients through the end-to-end implementation of Hazeltree's treasury solutions.
  • Project Management Excellence: Develop and execute project plans, manage timelines, and ensure seamless delivery of solutions.
  • Cultivate Client Relationships: Build strong relationships with key decision-makers at hedge funds and private market firms, understanding their unique needs.
  • Drive Strategic Growth: Identify upsell and cross-sell opportunities to expand Hazeltree's footprint within existing accounts.
  • Champion Client Success: Provide expert training, proactive support, and ongoing engagement to maximize client retention and satisfaction.
  • Cross-Functional Collaboration: Work closely with Product Development, Engineering, and Client Services teams to enhance our solutions and advocate for client needs.
  • Financial & Technical Expertise: Apply your knowledge of financial instruments, cash management, and treasury operations to support clients effectively.


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