Our client, a leading provider of investment fund services, is seeking an experienced Vice President, Sales & Relationship Management to drive business growth and deepen client relationships across Hong Kong, Greater China, and Asia. This is an exciting opportunity to be part of a growing commercial team within a globally recognized financial services organization.

Key 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 incremental revenue generation through 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 the firm’s value proposition as a market leader.
• Represent the firm at industry events, contributing to thought leadership and client engagement.
• Stay informed on market trends, industry developments, and competitor activities.
  
  

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 (or willingness to obtain).
• 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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